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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 | $183,592-35.5% | $155,574-23.8% | $145,877-18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.30% | 61.37%-34.1pp | 64.87%-37.6pp | 551.28%-524.0pp |
| Employer contribution / active EE | $14,189 | $5,317+166.9% | $4,676+203.5% | $4,663+204.3% |
| Participant deferral / active EE | $6,778 | $6,466+4.8% | $5,629+20.4% | $6,691+1.3% |
| Admin fee / account holder | $1,242 | $19,316-93.6% | $15,914-92.2% | $13,402-90.7% |