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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 | $101,000 | $227,291-55.6% | $214,702-53.0% | $155,188-34.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.13% | 60.08%-44.9pp | 54.55%-39.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $10,883 | $6,772+60.7% | $6,461+68.4% | $4,248+156.2% |
| Participant deferral / active EE | $13,987 | $9,582+46.0% | $9,147+52.9% | $6,531+114.2% |
| Admin fee / account holder | $1,525 | $20,413-92.5% | $19,830-92.3% | $14,480-89.5% |