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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 | $111,006 | $212,386-47.7% | $199,883-44.5% | $138,895-20.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.81% | 47.75%-27.9pp | 43.81%-24.0pp | 145.39%-125.6pp |
| Employer contribution / active EE | $7,548 | $6,625+13.9% | $6,261+20.5% | $4,194+80.0% |
| Participant deferral / active EE | $9,838 | $9,617+2.3% | $9,138+7.7% | $6,396+53.8% |
| Admin fee / account holder | $395 | $18,233-97.8% | $17,268-97.7% | $12,562-96.9% |