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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 | $95,865 | $154,228-37.8% | $145,433-34.1% | $137,256-30.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.91% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,499 | $4,804-27.2% | $4,554-23.2% | $4,156-15.8% |
| Participant deferral / active EE | $16,940 | $8,216+106.2% | $7,897+114.5% | $6,407+164.4% |
| Admin fee / account holder | $33,301 | $14,344+132.2% | $13,129+153.6% | $12,270+171.4% |