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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 | $185,312-41.5% | $161,489-32.9% | $154,746-30.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.12% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $14,250 | $4,769+198.8% | $4,268+233.9% | $4,379+225.4% |
| Participant deferral / active EE | $4,294 | $6,350-32.4% | $5,630-23.7% | $6,730-36.2% |
| Admin fee / account holder | $407 | $18,654-97.8% | $16,006-97.5% | $14,365-97.2% |