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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 | $84,969 | $227,597-62.7% | $189,575-55.2% | $167,536-49.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.00% | 78.44%-62.4pp | 64.19%-48.2pp | 478.82%-462.8pp |
| Employer contribution / active EE | $14,167 | $5,316+166.5% | $4,412+221.1% | $4,839+192.8% |
| Participant deferral / active EE | $14,250 | $7,002+103.5% | $6,174+130.8% | $6,342+124.7% |
| Admin fee / account holder | $1,060 | $11,877-91.1% | $9,806-89.2% | $12,315-91.4% |