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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 | $119,881 | $228,352-47.5% | $185,835-35.5% | $158,966-24.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.41% | 40.81%-20.4pp | 35.96%-15.5pp | 302.95%-282.5pp |
| Employer contribution / active EE | $16,414 | $4,967+230.5% | $4,087+301.6% | $4,762+244.6% |
| Participant deferral / active EE | $12,374 | $6,416+92.9% | $5,633+119.7% | $5,983+106.8% |
| Admin fee / account holder | $946 | $11,867-92.0% | $9,502-90.0% | $11,250-91.6% |