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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 | $127,851 | $156,398-18.3% | $147,318-13.2% | $138,895-8.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.21% | 78.75%-49.5pp | 70.43%-41.2pp | 145.39%-116.2pp |
| Employer contribution / active EE | $46,250 | $4,853+853.0% | $4,593+907.0% | $4,194+1002.7% |
| Participant deferral / active EE | $23,500 | $8,237+185.3% | $7,906+197.2% | $6,396+267.4% |
| Admin fee / account holder | $360 | $14,976-97.6% | $13,708-97.4% | $12,562-97.1% |