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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 | $109,818 | $105,210+4.4% | $159,487-31.1% | $85,851+27.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.29% | 45.08%-29.8pp | 263.71%-248.4pp | 318.63%-303.3pp |
| Employer contribution / active EE | $13,094 | $3,319+294.5% | $4,831+171.0% | $2,565+410.4% |
| Participant deferral / active EE | $15,211 | $5,946+155.8% | $7,354+106.8% | $3,952+284.8% |
| Admin fee / account holder | $1,276 | $6,934-81.6% | $10,804-88.2% | $6,261-79.6% |