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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 | $102,501 | $154,228-33.5% | $145,433-29.5% | $137,256-25.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.48% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $17,558 | $4,804+265.5% | $4,554+285.5% | $4,156+322.5% |
| Participant deferral / active EE | $5,754 | $8,216-30.0% | $7,897-27.1% | $6,407-10.2% |
| Admin fee / account holder | $1,504 | $14,344-89.5% | $13,129-88.5% | $12,270-87.7% |