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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 | $124,922 | $154,228-19.0% | $145,433-14.1% | $137,256-9.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.66% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $19,266 | $4,804+301.0% | $4,554+323.0% | $4,156+363.6% |
| Participant deferral / active EE | $25,560 | $8,216+211.1% | $7,897+223.7% | $6,407+299.0% |
| Admin fee / account holder | $311 | $14,344-97.8% | $13,129-97.6% | $12,270-97.5% |