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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 | $119,666 | $185,883-35.6% | $170,043-29.6% | $139,466-14.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.35% | 60.54%-34.2pp | 53.40%-27.0pp | 373.66%-347.3pp |
| Employer contribution / active EE | $18,390 | $7,596+142.1% | $6,790+170.8% | $4,754+286.8% |
| Participant deferral / active EE | $13,074 | $11,626+12.5% | $10,410+25.6% | $6,712+94.8% |
| Admin fee / account holder | $993 | $15,393-93.6% | $12,824-92.3% | $11,409-91.3% |