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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 | $119,659 | $198,461-39.7% | $170,436-29.8% | $147,585-18.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.30% | 257.30%-237.0pp | 205.94%-185.6pp | 578.57%-558.3pp |
| Employer contribution / active EE | $1,857 | $6,184-70.0% | $5,433-65.8% | $4,876-61.9% |
| Participant deferral / active EE | $10,300 | $5,629+83.0% | $4,939+108.5% | $5,439+89.4% |
| Admin fee / account holder | $715 | $16,852-95.8% | $13,880-94.9% | $10,885-93.4% |