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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 | $131,781 | $154,228-14.6% | $145,433-9.4% | $137,256-4.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.98% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $10,975 | $4,804+128.5% | $4,554+141.0% | $4,156+164.1% |
| Participant deferral / active EE | $26,653 | $8,216+224.4% | $7,897+237.5% | $6,407+316.0% |
| Admin fee / account holder | $15,346 | $14,344+7.0% | $13,129+16.9% | $12,270+25.1% |