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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 | $118,179 | $174,379-32.2% | $152,093-22.3% | $138,895-14.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.02% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $12,500 | $4,652+168.7% | $4,175+199.4% | $4,194+198.0% |
| Participant deferral / active EE | $14,403 | $6,159+133.8% | $5,451+164.2% | $6,396+125.2% |
| Admin fee / account holder | $774 | $16,880-95.4% | $14,497-94.7% | $12,562-93.8% |