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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 | $101,259 | $223,823-54.8% | $211,142-52.0% | $154,746-34.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.16% | 50.39%-37.2pp | 46.84%-33.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $6,784 | $6,7870% | $6,442+5.3% | $4,379+54.9% |
| Participant deferral / active EE | $18,992 | $9,750+94.8% | $9,284+104.6% | $6,730+182.2% |
| Admin fee / account holder | $41,940 | $19,707+112.8% | $19,076+119.9% | $14,365+192.0% |