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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 | $140,298 | $178,174-21.3% | $156,181-10.2% | $137,256+2.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.17% | 84.19%-74.0pp | 64.87%-54.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $17,593 | $4,972+253.9% | $4,294+309.7% | $4,156+323.3% |
| Participant deferral / active EE | $26,148 | $6,888+279.6% | $6,132+326.4% | $6,407+308.1% |
| Admin fee / account holder | $68,048 | $17,404+291.0% | $14,586+366.5% | $12,270+454.6% |