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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 | $54,725 | $183,516-70.2% | $155,534-64.8% | $145,884-62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.93% | 61.43%-42.5pp | 64.92%-46.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $14,174 | $5,315+166.7% | $4,675+203.2% | $4,662+204.0% |
| Participant deferral / active EE | $9,877 | $6,467+52.7% | $5,630+75.4% | $6,690+47.6% |
| Admin fee / account holder | $615 | $19,293-96.8% | $15,900-96.1% | $13,392-95.4% |