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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 | $110,908 | $225,673-50.9% | $203,872-45.6% | $155,188-28.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.72% | 95.91%-76.2pp | 85.11%-65.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $4,183 | $4,099+2.0% | $3,757+11.3% | $4,248-1.5% |
| Participant deferral / active EE | $30,615 | $6,893+344.1% | $6,388+379.3% | $6,531+368.7% |
| Admin fee / account holder | $1,317 | $12,327-89.3% | $11,730-88.8% | $14,480-90.9% |