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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 | $107,169 | $197,637-45.8% | $177,848-39.7% | $158,982-32.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.30% | 58.77%-47.5pp | 48.33%-37.0pp | 302.99%-291.7pp |
| Employer contribution / active EE | $9,055 | $6,698+35.2% | $5,919+53.0% | $4,763+90.1% |
| Participant deferral / active EE | $15,706 | $8,405+86.9% | $7,714+103.6% | $5,983+162.5% |
| Admin fee / account holder | $21,747 | $15,406+41.2% | $12,431+74.9% | $11,252+93.3% |