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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 | $97,567 | $148,623-34.4% | $135,974-28.2% | $139,466-30.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.74% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-353.9pp |
| Employer contribution / active EE | $5,649 | $5,246+7.7% | $4,859+16.3% | $4,754+18.8% |
| Participant deferral / active EE | $13,500 | $8,103+66.6% | $7,760+74.0% | $6,712+101.1% |
| Admin fee / account holder | $937 | $12,406-92.4% | $10,767-91.3% | $11,409-91.8% |