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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 | $111,298 | $148,623-25.1% | $135,974-18.1% | $139,466-20.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.00% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $17,089 | $5,246+225.7% | $4,859+251.7% | $4,754+259.5% |
| Participant deferral / active EE | $9,186 | $8,103+13.4% | $7,760+18.4% | $6,712+36.9% |
| Admin fee / account holder | $607 | $12,406-95.1% | $10,767-94.4% | $11,409-94.7% |