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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 | $212,386-52.3% | $199,883-49.3% | $138,895-27.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.16% | 47.75%-34.6pp | 43.81%-30.6pp | 145.39%-132.2pp |
| Employer contribution / active EE | $6,784 | $6,625+2.4% | $6,261+8.3% | $4,194+61.7% |
| Participant deferral / active EE | $18,992 | $9,617+97.5% | $9,138+107.8% | $6,396+196.9% |
| Admin fee / account holder | $41,940 | $18,233+130.0% | $17,268+142.9% | $12,562+233.9% |