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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 | $149,595 | $209,874-28.7% | $189,537-21.1% | $167,536-10.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.46% | 748.61%-733.2pp | 555.34%-539.9pp | 478.82%-463.4pp |
| Employer contribution / active EE | $30,000 | $6,913+334.0% | $6,161+387.0% | $4,839+520.0% |
| Participant deferral / active EE | $19,500 | $8,934+118.3% | $8,220+137.2% | $6,342+207.5% |
| Admin fee / account holder | $324 | $14,299-97.7% | $12,048-97.3% | $12,315-97.4% |