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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 | $103,849 | $154,228-32.7% | $145,433-28.6% | $137,256-24.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.54% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $17,069 | $4,804+255.3% | $4,554+274.8% | $4,156+310.7% |
| Participant deferral / active EE | $14,764 | $8,216+79.7% | $7,897+86.9% | $6,407+130.4% |
| Admin fee / account holder | $341 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |