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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 | $118,425 | $183,592-35.5% | $155,567-23.9% | $145,959-18.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.74% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $11,094 | $5,315+108.7% | $4,674+137.4% | $4,661+138.0% |
| Participant deferral / active EE | $7,449 | $6,464+15.2% | $5,628+32.4% | $6,689+11.4% |
| Admin fee / account holder | $5,233 | $19,318-72.9% | $15,916-67.1% | $13,398-60.9% |