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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 | $114,309 | $185,312-38.3% | $161,489-29.2% | $154,746-26.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.52% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $10,141 | $4,769+112.6% | $4,268+137.6% | $4,379+131.6% |
| Participant deferral / active EE | $9,884 | $6,350+55.7% | $5,630+75.6% | $6,730+46.9% |
| Admin fee / account holder | $619 | $18,654-96.7% | $16,006-96.1% | $14,365-95.7% |