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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 | $74,180 | $183,516-59.6% | $155,534-52.3% | $145,884-49.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $11,801 | $5,315+122.0% | $4,675+152.4% | $4,662+153.1% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,630+104.3% | $6,690+71.9% |
| Admin fee / account holder | $985 | $19,293-94.9% | $15,900-93.8% | $13,392-92.6% |