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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 | $99,224 | $156,398-36.6% | $147,318-32.6% | $138,895-28.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.30% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $13,635 | $4,853+180.9% | $4,593+196.9% | $4,194+225.1% |
| Participant deferral / active EE | $8,330 | $8,237+1.1% | $7,906+5.4% | $6,396+30.2% |
| Admin fee / account holder | $1,151 | $14,976-92.3% | $13,708-91.6% | $12,562-90.8% |