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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 | $88,148 | $156,398-43.6% | $147,318-40.2% | $138,895-36.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.66% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.7pp |
| Employer contribution / active EE | $14,580 | $4,853+200.4% | $4,593+217.4% | $4,194+247.6% |
| Participant deferral / active EE | $15,961 | $8,237+93.8% | $7,906+101.9% | $6,396+149.5% |
| Admin fee / account holder | $342 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |