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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 | $123,371 | $185,312-33.4% | $161,489-23.6% | $154,746-20.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.63% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $12,332 | $4,769+158.6% | $4,268+188.9% | $4,379+181.6% |
| Participant deferral / active EE | $5,216 | $6,350-17.9% | $5,630-7.4% | $6,730-22.5% |
| Admin fee / account holder | $322 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |