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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 | $78,435 | $154,228-49.1% | $145,433-46.1% | $137,256-42.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.93% | 74.59%-55.7pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $7,254 | $4,804+51.0% | $4,554+59.3% | $4,156+74.5% |
| Participant deferral / active EE | $17,100 | $8,216+108.1% | $7,897+116.5% | $6,407+166.9% |
| Admin fee / account holder | $2,087 | $14,344-85.4% | $13,129-84.1% | $12,270-83.0% |