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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 | $106,203 | $183,539-42.1% | $155,556-31.7% | $145,897-27.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 61.31%-45.1pp | 64.84%-48.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $8,161 | $5,315+53.5% | $4,675+74.6% | $4,663+75.0% |
| Participant deferral / active EE | $18,384 | $6,467+184.3% | $5,631+226.5% | $6,689+174.8% |
| Admin fee / account holder | $792 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |