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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 | $103,425 | $154,228-32.9% | $145,433-28.9% | $137,256-24.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.60% | 74.59%-47.0pp | 66.58%-39.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $13,365 | $4,804+178.2% | $4,554+193.4% | $4,156+221.6% |
| Participant deferral / active EE | $23,410 | $8,216+184.9% | $7,897+196.4% | $6,407+265.4% |
| Admin fee / account holder | $1,349 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |