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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 | $223,823-50.4% | $211,142-47.4% | $154,746-28.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.81% | 50.39%-30.6pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $7,548 | $6,787+11.2% | $6,442+17.2% | $4,379+72.4% |
| Participant deferral / active EE | $9,838 | $9,750+0.9% | $9,284+6.0% | $6,730+46.2% |
| Admin fee / account holder | $395 | $19,707-98.0% | $19,076-97.9% | $14,365-97.2% |