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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 | $84,525 | $174,379-51.5% | $152,093-44.4% | $138,895-39.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.23% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $12,730 | $4,652+173.6% | $4,175+204.9% | $4,194+203.5% |
| Participant deferral / active EE | $6,870 | $6,159+11.5% | $5,451+26.0% | $6,396+7.4% |
| Admin fee / account holder | $920 | $16,880-94.5% | $14,497-93.7% | $12,562-92.7% |