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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 | $121,108 | $155,555-22.1% | $146,866-17.5% | $155,188-22.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.56% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $6,000 | $4,647+29.1% | $4,425+35.6% | $4,248+41.3% |
| Participant deferral / active EE | $15,500 | $8,044+92.7% | $7,759+99.8% | $6,531+137.3% |
| Admin fee / account holder | $513 | $14,755-96.5% | $13,620-96.2% | $14,480-96.5% |