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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 | $107,465 | $183,592-41.5% | $155,574-30.9% | $145,877-26.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $11,826 | $5,317+122.4% | $4,676+152.9% | $4,663+153.6% |
| Participant deferral / active EE | $9,215 | $6,466+42.5% | $5,629+63.7% | $6,691+37.7% |
| Admin fee / account holder | $785 | $19,316-95.9% | $15,914-95.1% | $13,402-94.1% |