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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 | $122,923 | $178,174-31.0% | $156,181-21.3% | $137,256-10.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.49% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $8,416 | $4,972+69.3% | $4,294+96.0% | $4,156+102.5% |
| Participant deferral / active EE | $10,909 | $6,888+58.4% | $6,132+77.9% | $6,407+70.3% |
| Admin fee / account holder | $341 | $17,404-98.0% | $14,586-97.7% | $12,270-97.2% |