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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 | $109,813 | $183,592-40.2% | $155,574-29.4% | $145,877-24.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.68% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $10,097 | $5,317+89.9% | $4,676+116.0% | $4,663+116.5% |
| Participant deferral / active EE | $9,858 | $6,466+52.5% | $5,629+75.1% | $6,691+47.3% |
| Admin fee / account holder | $1,051 | $19,316-94.6% | $15,914-93.4% | $13,402-92.2% |