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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 | $133,745 | $223,823-40.2% | $211,142-36.7% | $154,746-13.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.61% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $19,453 | $6,787+186.6% | $6,442+202.0% | $4,379+344.2% |
| Participant deferral / active EE | $21,072 | $9,750+116.1% | $9,284+127.0% | $6,730+213.1% |
| Admin fee / account holder | $26,884 | $19,707+36.4% | $19,076+40.9% | $14,365+87.1% |