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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 | $109,387 | $166,242-34.2% | $165,071-33.7% | $145,884-25.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 9.30% | 100.44%-91.1pp | 70.17%-60.9pp | 551.85%-542.5pp |
| Employer contribution / active EE | $10,673 | $5,283+102.0% | $4,347+145.5% | $4,662+128.9% |
| Participant deferral / active EE | $13,740 | $6,964+97.3% | $6,035+127.7% | $6,690+105.4% |
| Admin fee / account holder | $567 | $16,658-96.6% | $12,695-95.5% | $13,392-95.8% |