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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 | $235,757 | $156,398+50.7% | $147,318+60.0% | $138,895+69.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.21% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $19,642 | $4,853+304.7% | $4,593+327.7% | $4,194+368.3% |
| Participant deferral / active EE | $32,875 | $8,237+299.1% | $7,906+315.8% | $6,396+414.0% |
| Admin fee / account holder | $1,534 | $14,976-89.8% | $13,708-88.8% | $12,562-87.8% |