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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 | $34,557 | $183,592-81.2% | $155,574-77.8% | $145,877-76.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.22% | 61.37%-45.2pp | 64.87%-48.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $14,567 | $5,317+174.0% | $4,676+211.5% | $4,663+212.4% |
| Participant deferral / active EE | $9,306 | $6,466+43.9% | $5,629+65.3% | $6,691+39.1% |
| Admin fee / account holder | $1,148 | $19,316-94.1% | $15,914-92.8% | $13,402-91.4% |