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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 | $84,013 | $183,627-54.2% | $155,602-46.0% | $145,978-42.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 61.32%-47.2pp | 64.81%-50.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $16,835 | $5,316+216.7% | $4,675+260.1% | $4,662+261.1% |
| Participant deferral / active EE | $22,416 | $6,466+246.7% | $5,629+298.2% | $6,690+235.1% |
| Admin fee / account holder | $20,103 | $19,327+4.0% | $15,923+26.2% | $13,400+50.0% |