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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 | $105,715 | $197,637-46.5% | $177,848-40.6% | $158,982-33.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.71% | 58.77%-43.1pp | 48.33%-32.6pp | 302.99%-287.3pp |
| Employer contribution / active EE | $10,348 | $6,698+54.5% | $5,919+74.8% | $4,763+117.3% |
| Participant deferral / active EE | $15,544 | $8,405+84.9% | $7,714+101.5% | $5,983+159.8% |
| Admin fee / account holder | $16,917 | $15,406+9.8% | $12,431+36.1% | $11,252+50.3% |