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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 | $22,583 | $183,516-87.7% | $155,534-85.5% | $145,884-84.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $13,730 | $5,315+158.3% | $4,675+193.7% | $4,662+194.5% |
| Participant deferral / active EE | $7,670 | $6,467+18.6% | $5,630+36.2% | $6,690+14.7% |
| Admin fee / account holder | $2,151 | $19,293-88.9% | $15,900-86.5% | $13,392-83.9% |