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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,131 | $69,274+72.0% | $64,097+85.9% | $139,487-14.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.67% | 46.00%-32.3pp | 33.75%-20.1pp | 373.84%-360.2pp |
| Employer contribution / active EE | $8,043 | $3,187+152.4% | $2,750+192.5% | $4,755+69.2% |
| Participant deferral / active EE | $8,295 | $4,685+77.0% | $3,881+113.7% | $6,713+23.6% |
| Admin fee / account holder | $1,748 | $4,247-58.8% | $3,070-43.1% | $11,407-84.7% |