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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 | $107,961 | $201,370-46.4% | $184,256-41.4% | $145,897-26.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.31% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $13,566 | $7,024+93.1% | $6,427+111.1% | $4,663+190.9% |
| Participant deferral / active EE | $13,291 | $9,808+35.5% | $9,133+45.5% | $6,689+98.7% |
| Admin fee / account holder | $7,109 | $16,364-56.6% | $13,899-48.9% | $13,390-46.9% |