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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 | $115,301 | $154,228-25.2% | $145,433-20.7% | $137,256-16.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $30,932 | $4,804+543.9% | $4,554+579.1% | $4,156+644.3% |
| Participant deferral / active EE | $25,358 | $8,216+208.6% | $7,897+221.1% | $6,407+295.8% |
| Admin fee / account holder | $122,160 | $14,344+751.7% | $13,129+830.5% | $12,270+895.6% |