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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 | $119,705 | $183,516-34.8% | $155,534-23.0% | $145,884-17.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.72% | 61.43%-36.7pp | 64.92%-40.2pp | 551.85%-527.1pp |
| Employer contribution / active EE | $21,463 | $5,315+303.8% | $4,675+359.1% | $4,662+360.4% |
| Participant deferral / active EE | $17,000 | $6,467+162.9% | $5,630+201.9% | $6,690+154.1% |
| Admin fee / account holder | $658 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |