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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 | $124,319 | $156,398-20.5% | $147,318-15.6% | $138,895-10.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.24% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $19,286 | $4,853+297.4% | $4,593+319.9% | $4,194+359.8% |
| Participant deferral / active EE | $15,829 | $8,237+92.2% | $7,906+100.2% | $6,396+147.5% |
| Admin fee / account holder | $1,940 | $14,976-87.0% | $13,708-85.8% | $12,562-84.6% |