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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 | $117,948 | $183,592-35.8% | $155,574-24.2% | $145,877-19.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $9,209 | $5,317+73.2% | $4,676+97.0% | $4,663+97.5% |
| Participant deferral / active EE | $6,801 | $6,466+5.2% | $5,629+20.8% | $6,691+1.7% |
| Admin fee / account holder | $1,209 | $19,316-93.7% | $15,914-92.4% | $13,402-91.0% |