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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 | $108,228 | $154,228-29.8% | $145,433-25.6% | $137,256-21.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.95% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $17,769 | $4,804+269.9% | $4,554+290.1% | $4,156+327.6% |
| Participant deferral / active EE | $18,466 | $8,216+124.7% | $7,897+133.8% | $6,407+188.2% |
| Admin fee / account holder | $32,640 | $14,344+127.6% | $13,129+148.6% | $12,270+166.0% |