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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 | $119,302 | $223,823-46.7% | $211,142-43.5% | $154,746-22.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.52% | 50.39%-39.9pp | 46.84%-36.3pp | 172.34%-161.8pp |
| Employer contribution / active EE | $24,744 | $6,787+264.6% | $6,442+284.1% | $4,379+465.1% |
| Participant deferral / active EE | $11,750 | $9,750+20.5% | $9,284+26.6% | $6,730+74.6% |
| Admin fee / account holder | $1,173 | $19,707-94.0% | $19,076-93.9% | $14,365-91.8% |