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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 | $136,482 | $183,592-25.7% | $155,574-12.3% | $145,877-6.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.26% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $10,781 | $5,317+102.8% | $4,676+130.6% | $4,663+131.2% |
| Participant deferral / active EE | $4,953 | $6,466-23.4% | $5,629-12.0% | $6,691-26.0% |
| Admin fee / account holder | $1,869 | $19,316-90.3% | $15,914-88.3% | $13,402-86.1% |