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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 | $107,098 | $185,312-42.2% | $161,489-33.7% | $154,746-30.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.94% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $10,710 | $4,769+124.6% | $4,268+150.9% | $4,379+144.6% |
| Participant deferral / active EE | $7,816 | $6,350+23.1% | $5,630+38.8% | $6,730+16.1% |
| Admin fee / account holder | $2,169 | $18,654-88.4% | $16,006-86.4% | $14,365-84.9% |