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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 | $112,637 | $212,386-47.0% | $199,883-43.6% | $138,895-18.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.45% | 47.75%-32.3pp | 43.81%-28.4pp | 145.39%-129.9pp |
| Employer contribution / active EE | $22,170 | $6,625+234.7% | $6,261+254.1% | $4,194+428.6% |
| Participant deferral / active EE | $22,641 | $9,617+135.4% | $9,138+147.8% | $6,396+254.0% |
| Admin fee / account holder | $30,663 | $18,233+68.2% | $17,268+77.6% | $12,562+144.1% |