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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 | $227,291-55.5% | $214,702-52.8% | $155,188-34.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.50% | 60.08%-36.6pp | 54.55%-31.1pp | 148.84%-125.3pp |
| Employer contribution / active EE | $21,571 | $6,772+218.6% | $6,461+233.9% | $4,248+407.8% |
| Participant deferral / active EE | $13,338 | $9,582+39.2% | $9,147+45.8% | $6,531+104.2% |
| Admin fee / account holder | $17,664 | $20,413-13.5% | $19,830-10.9% | $14,480+22.0% |