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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 | $122,020 | $185,905-34.4% | $170,057-28.2% | $139,487-12.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.51% | 60.56%-42.1pp | 53.42%-34.9pp | 373.84%-355.3pp |
| Employer contribution / active EE | $3,808 | $7,597-49.9% | $6,790-43.9% | $4,755-19.9% |
| Participant deferral / active EE | $14,949 | $11,627+28.6% | $10,411+43.6% | $6,713+122.7% |
| Admin fee / account holder | $407 | $15,397-97.4% | $12,826-96.8% | $11,407-96.4% |