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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 | $125,900 | $167,483-24.8% | $115,752+8.8% | $147,586-14.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 19.23% | 12.11%+7.1pp | 19.41%-0.2pp | 578.59%-559.4pp |
| Employer contribution / active EE | $19,683 | $4,960+296.8% | $3,492+463.6% | $4,876+303.6% |
| Participant deferral / active EE | $17,000 | $7,037+141.6% | $5,204+226.7% | $5,439+212.6% |
| Admin fee / account holder | $2,313 | $13,069-82.3% | $6,278-63.2% | $10,886-78.8% |