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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 | $116,811 | $148,623-21.4% | $135,974-14.1% | $139,466-16.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.11% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $18,033 | $5,246+243.7% | $4,859+271.1% | $4,754+279.3% |
| Participant deferral / active EE | $18,358 | $8,103+126.6% | $7,760+136.6% | $6,712+173.5% |
| Admin fee / account holder | $983 | $12,406-92.1% | $10,767-90.9% | $11,409-91.4% |