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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 | $129,783 | $183,592-29.3% | $155,574-16.6% | $145,877-11.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.12% | 61.37%-47.3pp | 64.87%-50.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $13,645 | $5,317+156.6% | $4,676+191.8% | $4,663+192.6% |
| Participant deferral / active EE | $10,729 | $6,466+65.9% | $5,629+90.6% | $6,691+60.4% |
| Admin fee / account holder | $29,992 | $19,316+55.3% | $15,914+88.5% | $13,402+123.8% |