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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 | $109,647 | $212,386-48.4% | $199,883-45.1% | $138,895-21.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.33% | 47.75%-33.4pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,235 | $6,625-66.3% | $6,261-64.3% | $4,194-46.7% |
| Participant deferral / active EE | $15,909 | $9,617+65.4% | $9,138+74.1% | $6,396+148.7% |
| Admin fee / account holder | $552 | $18,233-97.0% | $17,268-96.8% | $12,562-95.6% |