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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 | $103,028 | $185,905-44.6% | $170,057-39.4% | $139,487-26.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.06% | 60.56%-43.5pp | 53.42%-36.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $15,650 | $7,597+106.0% | $6,790+130.5% | $4,755+229.2% |
| Participant deferral / active EE | $15,487 | $11,627+33.2% | $10,411+48.8% | $6,713+130.7% |
| Admin fee / account holder | $927 | $15,397-94.0% | $12,826-92.8% | $11,407-91.9% |