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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 | $133,578 | $154,228-13.4% | $145,433-8.2% | $137,256-2.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.56% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $9,416 | $4,804+96.0% | $4,554+106.7% | $4,156+126.6% |
| Participant deferral / active EE | $17,435 | $8,216+112.2% | $7,897+120.8% | $6,407+172.1% |
| Admin fee / account holder | $17,030 | $14,344+18.7% | $13,129+29.7% | $12,270+38.8% |