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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 | $80,735 | $156,398-48.4% | $147,318-45.2% | $138,895-41.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.30% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $7,754 | $4,853+59.8% | $4,593+68.8% | $4,194+84.9% |
| Participant deferral / active EE | $19,606 | $8,237+138.0% | $7,906+148.0% | $6,396+206.5% |
| Admin fee / account holder | $11,875 | $14,976-20.7% | $13,708-13.4% | $12,562-5.5% |