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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 | $126,901 | $183,539-30.9% | $155,556-18.4% | $145,897-13.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.91% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $10,378 | $5,315+95.2% | $4,675+122.0% | $4,663+122.6% |
| Participant deferral / active EE | $8,389 | $6,467+29.7% | $5,631+49.0% | $6,689+25.4% |
| Admin fee / account holder | $1,392 | $19,275-92.8% | $15,885-91.2% | $13,390-89.6% |