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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 | $105,541 | $183,592-42.5% | $155,574-32.2% | $145,877-27.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $8,154 | $5,317+53.4% | $4,676+74.4% | $4,663+74.9% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,691+52.0% |
| Admin fee / account holder | $805 | $19,316-95.8% | $15,914-94.9% | $13,402-94.0% |