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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 | $27,133 | $183,539-85.2% | $155,556-82.6% | $145,897-81.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.51% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $15,200 | $5,315+186.0% | $4,675+225.1% | $4,663+226.0% |
| Participant deferral / active EE | $13,005 | $6,467+101.1% | $5,631+131.0% | $6,689+94.4% |
| Admin fee / account holder | $859 | $19,275-95.5% | $15,885-94.6% | $13,390-93.6% |