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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 | $91,777 | $154,228-40.5% | $145,433-36.9% | $137,256-33.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.71% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $11,447 | $4,804+138.3% | $4,554+151.3% | $4,156+175.4% |
| Participant deferral / active EE | $21,543 | $8,216+162.2% | $7,897+172.8% | $6,407+236.3% |
| Admin fee / account holder | $19,302 | $14,344+34.6% | $13,129+47.0% | $12,270+57.3% |