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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 | $91,226 | $156,398-41.7% | $147,318-38.1% | $138,895-34.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.09% | 78.75%-57.7pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $17,905 | $4,853+268.9% | $4,593+289.8% | $4,194+326.9% |
| Participant deferral / active EE | $23,513 | $8,237+185.4% | $7,906+197.4% | $6,396+267.6% |
| Admin fee / account holder | $409 | $14,976-97.3% | $13,708-97.0% | $12,562-96.7% |