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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 | $99,351 | $154,228-35.6% | $145,433-31.7% | $137,256-27.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.83% | 74.59%-60.8pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,522 | $4,804-47.5% | $4,554-44.6% | $4,156-39.3% |
| Participant deferral / active EE | $18,432 | $8,216+124.3% | $7,897+133.4% | $6,407+187.7% |
| Admin fee / account holder | $42,536 | $14,344+196.6% | $13,129+224.0% | $12,270+246.7% |