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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 | $116,397 | $185,905-37.4% | $170,057-31.6% | $139,487-16.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.83% | 60.56%-43.7pp | 53.42%-36.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $10,315 | $7,597+35.8% | $6,790+51.9% | $4,755+116.9% |
| Participant deferral / active EE | $16,473 | $11,627+41.7% | $10,411+58.2% | $6,713+145.4% |
| Admin fee / account holder | $396 | $15,397-97.4% | $12,826-96.9% | $11,407-96.5% |