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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 | $75,063 | $197,637-62.0% | $177,848-57.8% | $158,982-52.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.41% | 58.77%-46.4pp | 48.33%-35.9pp | 302.99%-290.6pp |
| Employer contribution / active EE | $17,100 | $6,698+155.3% | $5,919+188.9% | $4,763+259.0% |
| Participant deferral / active EE | $7,583 | $8,405-9.8% | $7,714-1.7% | $5,983+26.7% |
| Admin fee / account holder | $440 | $15,406-97.1% | $12,431-96.5% | $11,252-96.1% |