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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 | $97,773 | $156,398-37.5% | $147,318-33.6% | $138,895-29.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.90% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $15,513 | $4,853+219.6% | $4,593+237.8% | $4,194+269.9% |
| Participant deferral / active EE | $15,049 | $8,237+82.7% | $7,906+90.3% | $6,396+135.3% |
| Admin fee / account holder | $1,199 | $14,976-92.0% | $13,708-91.3% | $12,562-90.5% |