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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 | $136,982 | $183,539-25.4% | $155,556-11.9% | $145,897-6.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 61.31%-46.4pp | 64.84%-49.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $8,485 | $5,315+59.6% | $4,675+81.5% | $4,663+82.0% |
| Participant deferral / active EE | $6,291 | $6,467-2.7% | $5,631+11.7% | $6,689-6.0% |
| Admin fee / account holder | $318 | $19,275-98.4% | $15,885-98.0% | $13,390-97.6% |