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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 | $109,140 | $178,174-38.7% | $156,181-30.1% | $137,256-20.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.80% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $9,897 | $4,972+99.1% | $4,294+130.5% | $4,156+138.1% |
| Participant deferral / active EE | $13,898 | $6,888+101.8% | $6,132+126.6% | $6,407+116.9% |
| Admin fee / account holder | $1,286 | $17,404-92.6% | $14,586-91.2% | $12,270-89.5% |