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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 | $106,645 | $209,336-49.1% | $197,124-45.9% | $137,256-22.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.32% | 48.09%-28.8pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $8,520 | $6,591+29.3% | $6,227+36.8% | $4,156+105.0% |
| Participant deferral / active EE | $14,115 | $9,614+46.8% | $9,135+54.5% | $6,407+120.3% |
| Admin fee / account holder | $5,749 | $17,308-66.8% | $16,298-64.7% | $12,270-53.1% |