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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 | $107,430 | $183,539-41.5% | $155,556-30.9% | $145,897-26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.53% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $10,001 | $5,315+88.2% | $4,675+113.9% | $4,663+114.5% |
| Participant deferral / active EE | $7,250 | $6,467+12.1% | $5,631+28.8% | $6,689+8.4% |
| Admin fee / account holder | $1,508 | $19,275-92.2% | $15,885-90.5% | $13,390-88.7% |