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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 | $101,711 | $223,823-54.6% | $211,142-51.8% | $154,746-34.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.49% | 50.39%-31.9pp | 46.84%-28.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $13,038 | $6,787+92.1% | $6,442+102.4% | $4,379+197.7% |
| Participant deferral / active EE | $11,868 | $9,750+21.7% | $9,284+27.8% | $6,730+76.3% |
| Admin fee / account holder | $7,567 | $19,707-61.6% | $19,076-60.3% | $14,365-47.3% |