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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 | $110,021 | $156,398-29.7% | $147,318-25.3% | $138,895-20.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.92% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $21,271 | $4,853+338.3% | $4,593+363.1% | $4,194+407.2% |
| Participant deferral / active EE | $23,096 | $8,237+180.4% | $7,906+192.1% | $6,396+261.1% |
| Admin fee / account holder | $4,307 | $14,976-71.2% | $13,708-68.6% | $12,562-65.7% |