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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 | $155,623 | $197,637-21.3% | $177,848-12.5% | $158,982-2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.83% | 58.77%-37.9pp | 48.33%-27.5pp | 302.99%-282.2pp |
| Employer contribution / active EE | $9,583 | $6,698+43.1% | $5,919+61.9% | $4,763+101.2% |
| Participant deferral / active EE | $11,216 | $8,405+33.4% | $7,714+45.4% | $5,983+87.4% |
| Admin fee / account holder | $395 | $15,406-97.4% | $12,431-96.8% | $11,252-96.5% |