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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 | $107,658 | $162,136-33.6% | $152,301-29.3% | $154,746-30.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.71% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $11,161 | $4,890+128.2% | $4,624+141.4% | $4,379+154.9% |
| Participant deferral / active EE | $5,925 | $8,341-29.0% | $8,004-26.0% | $6,730-12.0% |
| Admin fee / account holder | $3,192 | $15,759-79.7% | $14,398-77.8% | $14,365-77.8% |