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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 | $117,132 | $154,228-24.1% | $145,433-19.5% | $137,256-14.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.36% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $7,495 | $4,804+56.0% | $4,554+64.6% | $4,156+80.3% |
| Participant deferral / active EE | $22,613 | $8,216+175.2% | $7,897+186.3% | $6,407+252.9% |
| Admin fee / account holder | $31,918 | $14,344+122.5% | $13,129+143.1% | $12,270+160.1% |