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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 | $111,524 | $183,592-39.3% | $155,574-28.3% | $145,877-23.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.88% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $10,247 | $5,317+92.7% | $4,676+119.2% | $4,663+119.8% |
| Participant deferral / active EE | $9,567 | $6,466+48.0% | $5,629+69.9% | $6,691+43.0% |
| Admin fee / account holder | $342 | $19,316-98.2% | $15,914-97.9% | $13,402-97.4% |