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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 | $91,841 | $154,228-40.5% | $145,433-36.8% | $137,256-33.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.06% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $15,750 | $4,804+227.8% | $4,554+245.8% | $4,156+279.0% |
| Participant deferral / active EE | $6,963 | $8,216-15.3% | $7,897-11.8% | $6,407+8.7% |
| Admin fee / account holder | $5,361 | $14,344-62.6% | $13,129-59.2% | $12,270-56.3% |