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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 | $128,224 | $183,627-30.2% | $155,602-17.6% | $145,978-12.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.49% | 61.32%-51.8pp | 64.81%-55.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $10,633 | $5,316+100.0% | $4,675+127.4% | $4,662+128.1% |
| Participant deferral / active EE | $9,569 | $6,466+48.0% | $5,629+70.0% | $6,690+43.0% |
| Admin fee / account holder | $693 | $19,327-96.4% | $15,923-95.6% | $13,400-94.8% |