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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 | $103,521 | $185,312-44.1% | $161,489-35.9% | $154,746-33.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.25% | 103.84%-81.6pp | 89.72%-67.5pp | 172.34%-150.1pp |
| Employer contribution / active EE | $8,429 | $4,769+76.7% | $4,268+97.5% | $4,379+92.5% |
| Participant deferral / active EE | $13,645 | $6,350+114.9% | $5,630+142.4% | $6,730+102.7% |
| Admin fee / account holder | $8,670 | $18,654-53.5% | $16,006-45.8% | $14,365-39.6% |