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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 | $100,220 | $183,627-45.4% | $155,602-35.6% | $145,978-31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.96% | 61.32%-47.4pp | 64.81%-50.8pp | 550.52%-536.6pp |
| Employer contribution / active EE | $13,864 | $5,316+160.8% | $4,675+196.5% | $4,662+197.4% |
| Participant deferral / active EE | $9,167 | $6,466+41.8% | $5,629+62.9% | $6,690+37.0% |
| Admin fee / account holder | $1,174 | $19,327-93.9% | $15,923-92.6% | $13,400-91.2% |