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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 | $103,716 | $148,623-30.2% | $135,974-23.7% | $139,466-25.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.61% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.1pp |
| Employer contribution / active EE | $9,936 | $5,246+89.4% | $4,859+104.5% | $4,754+109.0% |
| Participant deferral / active EE | $14,094 | $8,103+73.9% | $7,760+81.6% | $6,712+110.0% |
| Admin fee / account holder | $913 | $12,406-92.6% | $10,767-91.5% | $11,409-92.0% |