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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 | $183,592-38.1% | $155,574-27.0% | $145,877-22.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $18,220 | $5,317+242.7% | $4,676+289.7% | $4,663+290.7% |
| Participant deferral / active EE | $8,533 | $6,466+32.0% | $5,629+51.6% | $6,691+27.5% |
| Admin fee / account holder | $3,464 | $19,316-82.1% | $15,914-78.2% | $13,402-74.2% |