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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 | $99,224 | $154,228-35.7% | $145,433-31.8% | $137,256-27.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.30% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $13,635 | $4,804+183.8% | $4,554+199.4% | $4,156+228.1% |
| Participant deferral / active EE | $8,330 | $8,216+1.4% | $7,897+5.5% | $6,407+30.0% |
| Admin fee / account holder | $1,151 | $14,344-92.0% | $13,129-91.2% | $12,270-90.6% |