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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 | $101,244 | $212,386-52.3% | $199,883-49.3% | $138,895-27.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.50% | 47.75%-24.2pp | 43.81%-20.3pp | 145.39%-121.9pp |
| Employer contribution / active EE | $21,571 | $6,625+225.6% | $6,261+244.5% | $4,194+414.3% |
| Participant deferral / active EE | $13,338 | $9,617+38.7% | $9,138+46.0% | $6,396+108.5% |
| Admin fee / account holder | $17,664 | $18,233-3.1% | $17,268+2.3% | $12,562+40.6% |