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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 | $100,591 | $174,379-42.3% | $152,093-33.9% | $138,895-27.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.73% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $16,554 | $4,652+255.9% | $4,175+296.5% | $4,194+294.7% |
| Participant deferral / active EE | $12,481 | $6,159+102.6% | $5,451+129.0% | $6,396+95.1% |
| Admin fee / account holder | $181,441 | $16,880+974.9% | $14,497+1151.6% | $12,562+1344.3% |