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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 | $139,750 | $137,414+1.7% | $189,537-26.3% | $85,847+62.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.45% | 38.14%-24.7pp | 555.34%-541.9pp | 318.61%-305.2pp |
| Employer contribution / active EE | $7,745 | $4,344+78.3% | $6,161+25.7% | $2,565+201.9% |
| Participant deferral / active EE | $7,625 | $6,260+21.8% | $8,220-7.2% | $3,952+92.9% |
| Admin fee / account holder | $13,621 | $8,630+57.8% | $12,048+13.1% | $6,261+117.6% |