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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 | $97,482 | $165,399-41.1% | $149,745-34.9% | $158,982-38.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.13% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $1,120 | $5,105-78.1% | $4,646-75.9% | $4,763-76.5% |
| Participant deferral / active EE | $14,000 | $7,183+94.9% | $6,843+104.6% | $5,983+134.0% |
| Admin fee / account holder | $945 | $10,811-91.3% | $9,312-89.9% | $11,252-91.6% |