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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 | $112,158 | $183,627-38.9% | $155,602-27.9% | $145,978-23.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.26% | 61.32%-52.1pp | 64.81%-55.5pp | 550.52%-541.3pp |
| Employer contribution / active EE | $14,947 | $5,316+181.2% | $4,675+219.7% | $4,662+220.6% |
| Participant deferral / active EE | $13,596 | $6,466+110.3% | $5,629+141.5% | $6,690+103.2% |
| Admin fee / account holder | $1,906 | $19,327-90.1% | $15,923-88.0% | $13,400-85.8% |