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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 | $106,446 | $168,635-36.9% | $147,617-27.9% | $125,389-15.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.79% | 77.65%-75.9pp | 61.98%-60.2pp | 282.24%-280.5pp |
| Employer contribution / active EE | $13,939 | $6,252+122.9% | $5,564+150.5% | $4,866+186.4% |
| Participant deferral / active EE | $8,668 | $5,507+57.4% | $4,895+77.1% | $5,352+62.0% |
| Admin fee / account holder | $3,903 | $13,580-71.3% | $11,612-66.4% | $9,541-59.1% |