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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 | $107,403 | $175,231-38.7% | $149,696-28.3% | $139,466-23.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.39% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $9,164 | $5,478+67.3% | $4,821+90.1% | $4,754+92.8% |
| Participant deferral / active EE | $6,518 | $6,5210% | $5,682+14.7% | $6,712-2.9% |
| Admin fee / account holder | $870 | $16,155-94.6% | $13,212-93.4% | $11,409-92.4% |