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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 | $209,336-36.1% | $197,124-32.2% | $137,256-2.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.61% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $19,453 | $6,591+195.2% | $6,227+212.4% | $4,156+368.1% |
| Participant deferral / active EE | $21,072 | $9,614+119.2% | $9,135+130.7% | $6,407+228.9% |
| Admin fee / account holder | $26,884 | $17,308+55.3% | $16,298+65.0% | $12,270+119.1% |