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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 | $127,249 | $108,911+16.8% | $100,392+26.8% | $145,884-12.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.58% | 58.23%-42.6pp | 49.45%-33.9pp | 551.85%-536.3pp |
| Employer contribution / active EE | $16,074 | $4,420+263.7% | $3,941+307.8% | $4,662+244.8% |
| Participant deferral / active EE | $12,838 | $8,459+51.8% | $8,090+58.7% | $6,690+91.9% |
| Admin fee / account holder | $714 | $9,698-92.6% | $7,904-91.0% | $13,392-94.7% |