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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 | $114,434 | $162,821-29.7% | $133,978-14.6% | $158,982-28.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.28% | 41.95%-26.7pp | 45.10%-29.8pp | 302.99%-287.7pp |
| Employer contribution / active EE | $6,199 | $4,976+24.6% | $3,919+58.2% | $4,763+30.1% |
| Participant deferral / active EE | $14,145 | $5,910+139.3% | $5,047+180.3% | $5,983+136.4% |
| Admin fee / account holder | $317 | $11,742-97.3% | $8,930-96.4% | $11,252-97.2% |