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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 | $119,458 | $197,637-39.6% | $177,848-32.8% | $158,982-24.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 35.63% | 58.77%-23.1pp | 48.33%-12.7pp | 302.99%-267.4pp |
| Employer contribution / active EE | $1,983 | $6,698-70.4% | $5,919-66.5% | $4,763-58.4% |
| Participant deferral / active EE | $11,614 | $8,405+38.2% | $7,714+50.6% | $5,983+94.1% |
| Admin fee / account holder | $493 | $15,406-96.8% | $12,431-96.0% | $11,252-95.6% |