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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 | $139,827 | $166,089-15.8% | $164,928-15.2% | $145,978-4.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.94% | 100.26%-88.3pp | 70.08%-58.1pp | 550.52%-538.6pp |
| Employer contribution / active EE | $5,451 | $5,276+3.3% | $4,343+25.5% | $4,662+16.9% |
| Participant deferral / active EE | $13,250 | $6,961+90.3% | $6,034+119.6% | $6,690+98.1% |
| Admin fee / account holder | $514 | $16,641-96.9% | $12,684-95.9% | $13,400-96.2% |