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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 | $110,797 | $69,274+59.9% | $64,097+72.9% | $139,487-20.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 46.00%-28.3pp | 33.75%-16.0pp | 373.84%-356.1pp |
| Employer contribution / active EE | $8,913 | $3,187+179.7% | $2,750+224.1% | $4,755+87.5% |
| Participant deferral / active EE | $12,988 | $4,685+177.2% | $3,881+234.6% | $6,713+93.5% |
| Admin fee / account holder | $2,195 | $4,247-48.3% | $3,070-28.5% | $11,407-80.8% |