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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 | $77,279 | $154,228-49.9% | $145,433-46.9% | $137,256-43.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.47% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,246 | $4,804+71.6% | $4,554+81.1% | $4,156+98.4% |
| Participant deferral / active EE | $20,487 | $8,216+149.3% | $7,897+159.4% | $6,407+219.8% |
| Admin fee / account holder | $23,704 | $14,344+65.3% | $13,129+80.5% | $12,270+93.2% |