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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 | $115,441 | $196,972-41.4% | $182,262-36.7% | $198,609-41.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.93% | 158.27%-142.3pp | 140.60%-124.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $9,305 | $5,364+73.5% | $5,046+84.4% | $5,055+84.1% |
| Participant deferral / active EE | $8,907 | $8,643+3.1% | $8,276+7.6% | $6,977+27.7% |
| Admin fee / account holder | $662 | $18,429-96.4% | $16,712-96.0% | $19,030-96.5% |