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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 | $227,291-48.5% | $214,702-45.5% | $155,188-24.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.47% | 60.08%-36.6pp | 54.55%-31.1pp | 148.84%-125.4pp |
| Employer contribution / active EE | $12,822 | $6,772+89.3% | $6,461+98.5% | $4,248+201.9% |
| Participant deferral / active EE | $9,901 | $9,582+3.3% | $9,147+8.2% | $6,531+51.6% |
| Admin fee / account holder | $1,185 | $20,413-94.2% | $19,830-94.0% | $14,480-91.8% |