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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 | $122,759 | $185,312-33.8% | $161,489-24.0% | $154,746-20.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.20% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $23,574 | $4,769+394.3% | $4,268+452.3% | $4,379+438.3% |
| Participant deferral / active EE | $22,954 | $6,350+261.5% | $5,630+307.7% | $6,730+241.0% |
| Admin fee / account holder | $2,295 | $18,654-87.7% | $16,006-85.7% | $14,365-84.0% |