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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 | $29,517 | $154,228-80.9% | $145,433-79.7% | $137,256-78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.90% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $14,060 | $4,804+192.7% | $4,554+208.7% | $4,156+238.3% |
| Participant deferral / active EE | $48,354 | $8,216+488.5% | $7,897+512.3% | $6,407+654.7% |
| Admin fee / account holder | $89,051 | $14,344+520.8% | $13,129+578.3% | $12,270+625.8% |