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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 | $183,592-38.0% | $155,574-26.8% | $145,877-21.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.74% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $16,137 | $5,317+203.5% | $4,676+245.1% | $4,663+246.1% |
| Participant deferral / active EE | $13,152 | $6,466+103.4% | $5,629+133.6% | $6,691+96.6% |
| Admin fee / account holder | $789 | $19,316-95.9% | $15,914-95.0% | $13,402-94.1% |