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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 | $108,788 | $108,882-0.1% | $96,754+12.4% | $154,746-29.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.48% | 98.39%-77.9pp | 82.04%-61.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $8,428 | $3,018+179.2% | $2,679+214.6% | $4,379+92.5% |
| Participant deferral / active EE | $10,714 | $5,323+101.3% | $4,758+125.2% | $6,730+59.2% |
| Admin fee / account holder | $918 | $10,200-91.0% | $8,905-89.7% | $14,365-93.6% |