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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 | $126,226 | $228,395-44.7% | $185,861-32.1% | $158,982-20.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.40% | 40.82%-21.4pp | 35.96%-16.6pp | 302.99%-283.6pp |
| Employer contribution / active EE | $11,172 | $4,968+124.9% | $4,088+173.3% | $4,763+134.6% |
| Participant deferral / active EE | $20,096 | $6,417+213.2% | $5,634+256.7% | $5,983+235.9% |
| Admin fee / account holder | $1,235 | $11,869-89.6% | $9,503-87.0% | $11,252-89.0% |