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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 | $71,317 | $156,398-54.4% | $147,318-51.6% | $138,895-48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.73% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $21,638 | $4,853+345.8% | $4,593+371.1% | $4,194+415.9% |
| Participant deferral / active EE | $10,422 | $8,237+26.5% | $7,906+31.8% | $6,396+62.9% |
| Admin fee / account holder | $513 | $14,976-96.6% | $13,708-96.3% | $12,562-95.9% |