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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 | $88,873 | $154,228-42.4% | $145,433-38.9% | $137,256-35.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.57% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,132 | $4,804-55.6% | $4,554-53.2% | $4,156-48.7% |
| Participant deferral / active EE | $19,005 | $8,216+131.3% | $7,897+140.6% | $6,407+196.6% |
| Admin fee / account holder | $225,000 | $14,344+1468.6% | $13,129+1613.8% | $12,270+1733.7% |