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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 | $89,238 | $162,136-45.0% | $152,301-41.4% | $154,746-42.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.37% | 91.02%-69.7pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $14,764 | $4,890+201.9% | $4,624+219.2% | $4,379+237.1% |
| Participant deferral / active EE | $12,223 | $8,341+46.5% | $8,004+52.7% | $6,730+81.6% |
| Admin fee / account holder | $2,481 | $15,759-84.3% | $14,398-82.8% | $14,365-82.7% |