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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 | $127,871 | $196,972-35.1% | $182,262-29.8% | $198,609-35.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.97% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $16,292 | $5,364+203.7% | $5,046+222.9% | $5,055+222.3% |
| Participant deferral / active EE | $13,604 | $8,643+57.4% | $8,276+64.4% | $6,977+95.0% |
| Admin fee / account holder | $1,384 | $18,429-92.5% | $16,712-91.7% | $19,030-92.7% |