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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 | $154,228-26.0% | $145,433-21.5% | $137,256-16.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.87% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $17,706 | $4,804+268.6% | $4,554+288.8% | $4,156+326.0% |
| Participant deferral / active EE | $21,111 | $8,216+156.9% | $7,897+167.3% | $6,407+229.5% |
| Admin fee / account holder | $1,450 | $14,344-89.9% | $13,129-89.0% | $12,270-88.2% |