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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 | $129,696 | $106,280+22.0% | $96,538+34.3% | $139,487-7.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.65% | 38.48%-20.8pp | 35.74%-18.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $13,202 | $4,107+221.4% | $3,740+253.0% | $4,755+177.7% |
| Participant deferral / active EE | $7,338 | $5,457+34.5% | $4,880+50.4% | $6,713+9.3% |
| Admin fee / account holder | $401 | $7,888-94.9% | $6,737-94.0% | $11,407-96.5% |