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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 | $135,527 | $183,539-26.2% | $155,556-12.9% | $145,897-7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $13,727 | $5,315+158.3% | $4,675+193.6% | $4,663+194.4% |
| Participant deferral / active EE | $8,551 | $6,467+32.2% | $5,631+51.9% | $6,689+27.8% |
| Admin fee / account holder | $892 | $19,275-95.4% | $15,885-94.4% | $13,390-93.3% |