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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 | $99,285 | $101,618-2.3% | $93,063+6.7% | $137,256-27.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.24% | 223.95%-208.7pp | 34.15%-18.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $16,001 | $2,707+491.1% | $2,476+546.2% | $4,156+285.0% |
| Participant deferral / active EE | $7,199 | $4,279+68.2% | $3,958+81.9% | $6,407+12.4% |
| Admin fee / account holder | $393 | $6,198-93.7% | $6,033-93.5% | $12,270-96.8% |