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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 | $115,397 | $183,516-37.1% | $155,534-25.8% | $145,884-20.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.27% | 61.43%-47.2pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $14,068 | $5,315+164.7% | $4,675+200.9% | $4,662+201.7% |
| Participant deferral / active EE | $16,394 | $6,467+153.5% | $5,630+191.2% | $6,690+145.1% |
| Admin fee / account holder | $1,018 | $19,293-94.7% | $15,900-93.6% | $13,392-92.4% |