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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 | $98,899 | $197,637-50.0% | $177,848-44.4% | $158,982-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.02% | 58.77%-44.7pp | 48.33%-34.3pp | 302.99%-289.0pp |
| Employer contribution / active EE | $10,519 | $6,698+57.0% | $5,919+77.7% | $4,763+120.9% |
| Participant deferral / active EE | $11,139 | $8,405+32.5% | $7,714+44.4% | $5,983+86.2% |
| Admin fee / account holder | $856 | $15,406-94.4% | $12,431-93.1% | $11,252-92.4% |