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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 | $154,228-17.1% | $145,433-12.1% | $137,256-6.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.21% | 74.59%-45.4pp | 66.58%-37.4pp | 220.34%-191.1pp |
| Employer contribution / active EE | $46,250 | $4,804+862.7% | $4,554+915.5% | $4,156+1012.8% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $360 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |