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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 | $103,897 | $197,594-47.4% | $177,822-41.6% | $158,931-34.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.82% | 58.76%-30.9pp | 48.32%-20.5pp | 302.86%-275.0pp |
| Employer contribution / active EE | $15,068 | $6,697+125.0% | $5,918+154.6% | $4,761+216.5% |
| Participant deferral / active EE | $15,915 | $8,405+89.4% | $7,714+106.3% | $5,982+166.0% |
| Admin fee / account holder | $793 | $15,400-94.9% | $12,428-93.6% | $11,247-92.9% |