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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 | $114,233 | $181,062-36.9% | $158,223-27.8% | $155,188-26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.12% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $15,300 | $4,565+235.2% | $4,109+272.4% | $4,248+260.2% |
| Participant deferral / active EE | $8,280 | $6,134+35.0% | $5,467+51.5% | $6,531+26.8% |
| Admin fee / account holder | $1,909 | $18,825-89.9% | $16,047-88.1% | $14,480-86.8% |