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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 | $35,181 | $183,592-80.8% | $155,574-77.4% | $145,877-75.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $16,314 | $5,317+206.8% | $4,676+248.9% | $4,663+249.9% |
| Participant deferral / active EE | $5,740 | $6,466-11.2% | $5,629+2.0% | $6,691-14.2% |
| Admin fee / account holder | $1,360 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |