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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 | $88,440 | $165,399-46.5% | $149,745-40.9% | $158,982-44.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.85% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $14,523 | $5,105+184.5% | $4,646+212.6% | $4,763+204.9% |
| Participant deferral / active EE | $8,825 | $7,183+22.9% | $6,843+29.0% | $5,983+47.5% |
| Admin fee / account holder | $933 | $10,811-91.4% | $9,312-90.0% | $11,252-91.7% |