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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 | $114,990 | $227,399-49.4% | $189,758-39.4% | $198,609-42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.75% | 61.03%-51.3pp | 52.62%-42.9pp | 202.70%-192.9pp |
| Employer contribution / active EE | $11,668 | $5,526+111.1% | $4,767+144.8% | $5,055+130.8% |
| Participant deferral / active EE | $10,840 | $6,837+58.6% | $5,856+85.1% | $6,977+55.4% |
| Admin fee / account holder | $609 | $25,162-97.6% | $20,388-97.0% | $19,030-96.8% |