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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 | $183,516-81.2% | $155,534-77.8% | $145,884-76.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.22% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $14,567 | $5,315+174.1% | $4,675+211.6% | $4,662+212.4% |
| Participant deferral / active EE | $9,306 | $6,467+43.9% | $5,630+65.3% | $6,690+39.1% |
| Admin fee / account holder | $1,148 | $19,293-94.1% | $15,900-92.8% | $13,392-91.4% |