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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 | $109,453 | $223,823-51.1% | $211,142-48.2% | $154,746-29.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.09% | 50.39%-30.3pp | 46.84%-26.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $23,217 | $6,787+242.1% | $6,442+260.4% | $4,379+430.2% |
| Participant deferral / active EE | $9,827 | $9,750+0.8% | $9,284+5.8% | $6,730+46.0% |
| Admin fee / account holder | $2,204 | $19,707-88.8% | $19,076-88.4% | $14,365-84.7% |