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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 | $103,168 | $148,623-30.6% | $135,974-24.1% | $139,466-26.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.76% | 79.30%-64.5pp | 68.30%-53.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $15,139 | $5,246+188.6% | $4,859+211.6% | $4,754+218.4% |
| Participant deferral / active EE | $5,769 | $8,103-28.8% | $7,760-25.7% | $6,712-14.1% |
| Admin fee / account holder | $369 | $12,406-97.0% | $10,767-96.6% | $11,409-96.8% |