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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 | $109,901 | $185,856-40.9% | $170,028-35.4% | $139,456-21.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.17% | 60.52%-35.3pp | 53.39%-28.2pp | 373.45%-348.3pp |
| Employer contribution / active EE | $10,637 | $7,593+40.1% | $6,788+56.7% | $4,753+123.8% |
| Participant deferral / active EE | $11,711 | $11,623+0.7% | $10,409+12.5% | $6,711+74.5% |
| Admin fee / account holder | $8,958 | $15,387-41.8% | $12,820-30.1% | $11,407-21.5% |