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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 | $122,129 | $156,398-21.9% | $147,318-17.1% | $138,895-12.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.95% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $18,846 | $4,853+288.3% | $4,593+310.3% | $4,194+349.3% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $522 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |