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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 | $108,997 | $196,972-44.7% | $182,262-40.2% | $198,609-45.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.27% | 158.27%-142.0pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $9,502 | $5,364+77.2% | $5,046+88.3% | $5,055+88.0% |
| Participant deferral / active EE | $6,709 | $8,643-22.4% | $8,276-18.9% | $6,977-3.8% |
| Admin fee / account holder | $858 | $18,429-95.3% | $16,712-94.9% | $19,030-95.5% |