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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 | $89,615 | $197,625-54.7% | $177,840-49.6% | $158,966-43.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.16% | 58.76%-35.6pp | 48.32%-25.2pp | 302.95%-279.8pp |
| Employer contribution / active EE | $17,419 | $6,698+160.1% | $5,919+194.3% | $4,762+265.7% |
| Participant deferral / active EE | $13,067 | $8,405+55.5% | $7,714+69.4% | $5,983+118.4% |
| Admin fee / account holder | $675 | $15,405-95.6% | $12,431-94.6% | $11,250-94.0% |