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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 | $104,645 | $168,635-37.9% | $147,617-29.1% | $125,389-16.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.02% | 77.65%-73.6pp | 61.98%-58.0pp | 282.24%-278.2pp |
| Employer contribution / active EE | $17,144 | $6,252+174.2% | $5,564+208.1% | $4,866+252.3% |
| Participant deferral / active EE | $11,655 | $5,507+111.6% | $4,895+138.1% | $5,352+117.8% |
| Admin fee / account holder | $1,914 | $13,580-85.9% | $11,612-83.5% | $9,541-79.9% |