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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 | $106,297 | $110,410-3.7% | $102,437+3.8% | $145,897-27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.09% | 24.85%+7.2pp | 24.95%+7.1pp | 552.29%-520.2pp |
| Employer contribution / active EE | $12,947 | $4,217+207.0% | $3,871+234.5% | $4,663+177.7% |
| Participant deferral / active EE | $7,199 | $5,622+28.1% | $5,060+42.3% | $6,689+7.6% |
| Admin fee / account holder | $8,318 | $9,745-14.6% | $8,388-0.8% | $13,390-37.9% |