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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 | $121,672 | $154,228-21.1% | $145,433-16.3% | $137,256-11.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.72% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $11,269 | $4,804+134.6% | $4,554+147.4% | $4,156+171.1% |
| Participant deferral / active EE | $14,424 | $8,216+75.5% | $7,897+82.6% | $6,407+125.1% |
| Admin fee / account holder | $21,507 | $14,344+49.9% | $13,129+63.8% | $12,270+75.3% |