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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 | $105,102 | $183,592-42.8% | $155,574-32.4% | $145,877-28.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.69% | 61.37%-36.7pp | 64.87%-40.2pp | 551.28%-526.6pp |
| Employer contribution / active EE | $24,128 | $5,317+353.8% | $4,676+416.0% | $4,663+417.4% |
| Participant deferral / active EE | $13,184 | $6,466+103.9% | $5,629+134.2% | $6,691+97.0% |
| Admin fee / account holder | $2,167 | $19,316-88.8% | $15,914-86.4% | $13,402-83.8% |