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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 | $114,136 | $162,136-29.6% | $152,301-25.1% | $154,746-26.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 32.30% | 91.02%-58.7pp | 80.50%-48.2pp | 172.34%-140.0pp |
| Employer contribution / active EE | $17,610 | $4,890+260.1% | $4,624+280.8% | $4,379+302.1% |
| Participant deferral / active EE | $13,511 | $8,341+62.0% | $8,004+68.8% | $6,730+100.8% |
| Admin fee / account holder | $4,875 | $15,759-69.1% | $14,398-66.1% | $14,365-66.1% |