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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 | $98,376 | $155,555-36.8% | $146,866-33.0% | $155,188-36.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.19% | 115.41%-95.2pp | 102.85%-82.7pp | 148.84%-128.6pp |
| Employer contribution / active EE | $11,326 | $4,647+143.7% | $4,425+156.0% | $4,248+166.6% |
| Participant deferral / active EE | $27,130 | $8,044+237.3% | $7,759+249.6% | $6,531+315.4% |
| Admin fee / account holder | $418 | $14,755-97.2% | $13,620-96.9% | $14,480-97.1% |