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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 | $84,013 | $183,516-54.2% | $155,534-46.0% | $145,884-42.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $16,835 | $5,315+216.8% | $4,675+260.1% | $4,662+261.1% |
| Participant deferral / active EE | $22,416 | $6,467+246.6% | $5,630+298.1% | $6,690+235.1% |
| Admin fee / account holder | $20,103 | $19,293+4.2% | $15,900+26.4% | $13,392+50.1% |