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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 | $102,372 | $156,398-34.5% | $147,318-30.5% | $138,895-26.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.64% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $17,250 | $4,853+255.4% | $4,593+275.6% | $4,194+311.3% |
| Participant deferral / active EE | $10,954 | $8,237+33.0% | $7,906+38.5% | $6,396+71.3% |
| Admin fee / account holder | $1,413 | $14,976-90.6% | $13,708-89.7% | $12,562-88.7% |