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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 | $211,258 | $155,555+35.8% | $146,866+43.8% | $155,188+36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.41% | 115.41%-99.0pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,500 | $4,647-67.7% | $4,425-66.1% | $4,248-64.7% |
| Participant deferral / active EE | $14,800 | $8,044+84.0% | $7,759+90.7% | $6,531+126.6% |
| Admin fee / account holder | $2,716 | $14,755-81.6% | $13,620-80.1% | $14,480-81.2% |