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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 | $90,171 | $125,797-28.3% | $170,043-47.0% | $75,173+20.0% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 27.23% | 27.20%0pp | 53.40%-26.2pp | 160.72%-133.5pp |
| Employer contribution / active EE | $14,470 | $4,616+213.5% | $6,790+113.1% | $2,671+441.8% |
| Participant deferral / active EE | $19,934 | $6,838+191.5% | $10,410+91.5% | $4,126+383.1% |
| Admin fee / account holder | $1,320 | $8,177-83.9% | $12,824-89.7% | $5,651-76.6% |