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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 | $114,096 | $156,398-27.0% | $147,318-22.6% | $138,895-17.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.87% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.5pp |
| Employer contribution / active EE | $17,706 | $4,853+264.8% | $4,593+285.5% | $4,194+322.2% |
| Participant deferral / active EE | $21,111 | $8,237+156.3% | $7,906+167.0% | $6,396+230.1% |
| Admin fee / account holder | $1,450 | $14,976-90.3% | $13,708-89.4% | $12,562-88.5% |