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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 | $106,357 | $209,336-49.2% | $197,124-46.0% | $137,256-22.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.31% | 48.09%-29.8pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,632 | $6,591+0.6% | $6,227+6.5% | $4,156+59.6% |
| Participant deferral / active EE | $16,928 | $9,614+76.1% | $9,135+85.3% | $6,407+164.2% |
| Admin fee / account holder | $343 | $17,308-98.0% | $16,298-97.9% | $12,270-97.2% |