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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 | $155,555-34.2% | $146,866-30.3% | $155,188-34.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.64% | 115.41%-98.8pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $17,250 | $4,647+271.2% | $4,425+289.9% | $4,248+306.1% |
| Participant deferral / active EE | $10,954 | $8,044+36.2% | $7,759+41.2% | $6,531+67.7% |
| Admin fee / account holder | $1,413 | $14,755-90.4% | $13,620-89.6% | $14,480-90.2% |