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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 | $99,545 | $196,972-49.5% | $182,262-45.4% | $198,609-49.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.79% | 158.27%-143.5pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $10,443 | $5,364+94.7% | $5,046+107.0% | $5,055+106.6% |
| Participant deferral / active EE | $8,729 | $8,643+1.0% | $8,276+5.5% | $6,977+25.1% |
| Admin fee / account holder | $3,697 | $18,429-79.9% | $16,712-77.9% | $19,030-80.6% |