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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 | $128,659 | $183,592-29.9% | $155,574-17.3% | $145,877-11.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $8,733 | $5,317+64.3% | $4,676+86.8% | $4,663+87.3% |
| Participant deferral / active EE | $8,133 | $6,466+25.8% | $5,629+44.5% | $6,691+21.6% |
| Admin fee / account holder | $676 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |