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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 | $122,461 | $168,636-27.4% | $147,617-17.0% | $125,393-2.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.68% | 77.65%-74.0pp | 61.98%-58.3pp | 282.23%-278.5pp |
| Employer contribution / active EE | $10,643 | $6,252+70.2% | $5,565+91.3% | $4,866+118.7% |
| Participant deferral / active EE | $13,260 | $5,507+140.8% | $4,895+170.9% | $5,351+147.8% |
| Admin fee / account holder | $1,094 | $13,580-91.9% | $11,611-90.6% | $9,541-88.5% |