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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 | $108,374 | $181,062-40.1% | $158,223-31.5% | $155,188-30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.12% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $14,250 | $4,565+212.2% | $4,109+246.8% | $4,248+235.5% |
| Participant deferral / active EE | $4,294 | $6,134-30.0% | $5,467-21.5% | $6,531-34.3% |
| Admin fee / account holder | $407 | $18,825-97.8% | $16,047-97.5% | $14,480-97.2% |