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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 | $141,255 | $197,637-28.5% | $177,848-20.6% | $158,982-11.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.41% | 58.77%-46.4pp | 48.33%-35.9pp | 302.99%-290.6pp |
| Employer contribution / active EE | $12,053 | $6,698+79.9% | $5,919+103.6% | $4,763+153.1% |
| Participant deferral / active EE | $16,993 | $8,405+102.2% | $7,714+120.3% | $5,983+184.0% |
| Admin fee / account holder | $1,916 | $15,406-87.6% | $12,431-84.6% | $11,252-83.0% |