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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 | $116,114 | $183,592-36.8% | $155,574-25.4% | $145,877-20.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.25% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $9,903 | $5,317+86.3% | $4,676+111.8% | $4,663+112.4% |
| Participant deferral / active EE | $8,563 | $6,466+32.4% | $5,629+52.1% | $6,691+28.0% |
| Admin fee / account holder | $6,249 | $19,316-67.7% | $15,914-60.7% | $13,402-53.4% |