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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 | $99,098 | $174,379-43.2% | $152,093-34.8% | $138,895-28.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.46% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $17,778 | $4,652+282.2% | $4,175+325.9% | $4,194+323.9% |
| Participant deferral / active EE | $21,800 | $6,159+253.9% | $5,451+299.9% | $6,396+240.8% |
| Admin fee / account holder | $394 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |