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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 | $103,425 | $162,136-36.2% | $152,301-32.1% | $154,746-33.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.60% | 91.02%-63.4pp | 80.50%-52.9pp | 172.34%-144.7pp |
| Employer contribution / active EE | $13,365 | $4,890+173.3% | $4,624+189.0% | $4,379+205.2% |
| Participant deferral / active EE | $23,410 | $8,341+180.7% | $8,004+192.5% | $6,730+247.8% |
| Admin fee / account holder | $1,349 | $15,759-91.4% | $14,398-90.6% | $14,365-90.6% |