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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 | $101,640 | $102,638-1.0% | $81,982+24.0% | $158,982-36.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.72% | 61.05%-46.3pp | 41.31%-26.6pp | 302.99%-288.3pp |
| Employer contribution / active EE | $6,233 | $3,241+92.3% | $2,498+149.5% | $4,763+30.9% |
| Participant deferral / active EE | $8,042 | $4,649+73.0% | $3,722+116.0% | $5,983+34.4% |
| Admin fee / account holder | $1,175 | $8,237-85.7% | $5,665-79.3% | $11,252-89.6% |