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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 | $88,380 | $162,136-45.5% | $152,301-42.0% | $154,746-42.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.27% | 91.02%-71.8pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $10,527 | $4,890+115.3% | $4,624+127.6% | $4,379+140.4% |
| Participant deferral / active EE | $22,919 | $8,341+174.8% | $8,004+186.3% | $6,730+240.5% |
| Admin fee / account holder | $657 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |