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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 | $91,255 | $178,174-48.8% | $156,181-41.6% | $137,256-33.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.00% | 84.19%-61.2pp | 64.87%-41.9pp | 220.34%-197.3pp |
| Employer contribution / active EE | $21,953 | $4,972+341.6% | $4,294+411.3% | $4,156+428.2% |
| Participant deferral / active EE | $14,867 | $6,888+115.8% | $6,132+142.4% | $6,407+132.0% |
| Admin fee / account holder | $994 | $17,404-94.3% | $14,586-93.2% | $12,270-91.9% |