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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 | $131,858 | $227,291-42.0% | $214,702-38.6% | $155,188-15.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.30% | 60.08%-39.8pp | 54.55%-34.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $22,924 | $6,772+238.5% | $6,461+254.8% | $4,248+439.7% |
| Participant deferral / active EE | $20,505 | $9,582+114.0% | $9,147+124.2% | $6,531+214.0% |
| Admin fee / account holder | $1,673 | $20,413-91.8% | $19,830-91.6% | $14,480-88.4% |