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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 | $183,592-26.2% | $155,574-12.9% | $145,877-7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $13,727 | $5,317+158.2% | $4,676+193.6% | $4,663+194.4% |
| Participant deferral / active EE | $8,551 | $6,466+32.2% | $5,629+51.9% | $6,691+27.8% |
| Admin fee / account holder | $892 | $19,316-95.4% | $15,914-94.4% | $13,402-93.3% |