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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 | $90,894 | $156,398-41.9% | $147,318-38.3% | $138,895-34.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.43% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $14,762 | $4,853+204.2% | $4,593+221.4% | $4,194+252.0% |
| Participant deferral / active EE | $38,689 | $8,237+369.7% | $7,906+389.3% | $6,396+504.9% |
| Admin fee / account holder | $41,204 | $14,976+175.1% | $13,708+200.6% | $12,562+228.0% |