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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 | $120,171 | $209,336-42.6% | $197,124-39.0% | $137,256-12.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.86% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $17,517 | $6,591+165.8% | $6,227+181.3% | $4,156+321.5% |
| Participant deferral / active EE | $13,924 | $9,614+44.8% | $9,135+52.4% | $6,407+117.3% |
| Admin fee / account holder | $71,925 | $17,308+315.6% | $16,298+341.3% | $12,270+486.2% |