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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 | $150,004 | $196,972-23.8% | $182,262-17.7% | $198,609-24.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.14% | 158.27%-142.1pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $12,981 | $5,364+142.0% | $5,046+157.3% | $5,055+156.8% |
| Participant deferral / active EE | $24,417 | $8,643+182.5% | $8,276+195.0% | $6,977+250.0% |
| Admin fee / account holder | $12,473 | $18,429-32.3% | $16,712-25.4% | $19,030-34.5% |