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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 | $113,600 | $183,539-38.1% | $155,556-27.0% | $145,897-22.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $18,220 | $5,315+242.8% | $4,675+289.7% | $4,663+290.8% |
| Participant deferral / active EE | $8,533 | $6,467+32.0% | $5,631+51.5% | $6,689+27.6% |
| Admin fee / account holder | $3,464 | $19,275-82.0% | $15,885-78.2% | $13,390-74.1% |