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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 | $111,988 | $96,136+16.5% | $135,987-17.6% | $80,925+38.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 14.80% | 28.70%-13.9pp | 580.01%-565.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $9,217 | $3,350+175.2% | $4,214+118.7% | $2,756+234.4% |
| Participant deferral / active EE | $17,842 | $5,706+212.7% | $7,027+153.9% | $4,299+315.1% |
| Admin fee / account holder | $517 | $8,236-93.7% | $6,716-92.3% | $6,940-92.5% |