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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 | $140,215 | $185,883-24.6% | $170,043-17.5% | $139,466+0.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.72% | 60.54%-39.8pp | 53.40%-32.7pp | 373.66%-352.9pp |
| Employer contribution / active EE | $10,676 | $7,596+40.5% | $6,790+57.2% | $4,754+124.6% |
| Participant deferral / active EE | $17,602 | $11,626+51.4% | $10,410+69.1% | $6,712+162.3% |
| Admin fee / account holder | $4,932 | $15,393-68.0% | $12,824-61.5% | $11,409-56.8% |