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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 | $117,023 | $223,823-47.7% | $211,142-44.6% | $154,746-24.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.47% | 50.39%-26.9pp | 46.84%-23.4pp | 172.34%-148.9pp |
| Employer contribution / active EE | $12,822 | $6,787+88.9% | $6,442+99.0% | $4,379+192.8% |
| Participant deferral / active EE | $9,901 | $9,750+1.5% | $9,284+6.6% | $6,730+47.1% |
| Admin fee / account holder | $1,185 | $19,707-94.0% | $19,076-93.8% | $14,365-91.8% |