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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 | $275,752-61.3% | $256,809-58.5% | $198,609-46.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.32% | 34.81%-15.5pp | 32.73%-13.4pp | 202.70%-183.4pp |
| Employer contribution / active EE | $8,520 | $7,721+10.4% | $7,263+17.3% | $5,055+68.5% |
| Participant deferral / active EE | $14,115 | $10,037+40.6% | $9,520+48.3% | $6,977+102.3% |
| Admin fee / account holder | $5,749 | $25,716-77.6% | $25,146-77.1% | $19,030-69.8% |