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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 | $113,864 | $183,516-38.0% | $155,534-26.8% | $145,884-21.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.74% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $16,137 | $5,315+203.6% | $4,675+245.2% | $4,662+246.1% |
| Participant deferral / active EE | $13,152 | $6,467+103.4% | $5,630+133.6% | $6,690+96.6% |
| Admin fee / account holder | $789 | $19,293-95.9% | $15,900-95.0% | $13,392-94.1% |