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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 | $118,507 | $183,539-35.4% | $155,556-23.8% | $145,897-18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.30% | 61.31%-34.0pp | 64.84%-37.5pp | 552.29%-525.0pp |
| Employer contribution / active EE | $14,189 | $5,315+167.0% | $4,675+203.5% | $4,663+204.3% |
| Participant deferral / active EE | $6,778 | $6,467+4.8% | $5,631+20.4% | $6,689+1.3% |
| Admin fee / account holder | $1,242 | $19,275-93.6% | $15,885-92.2% | $13,390-90.7% |