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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 | $78,392 | $154,228-49.2% | $145,433-46.1% | $137,256-42.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.87% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $10,894 | $4,804+126.8% | $4,554+139.2% | $4,156+162.1% |
| Participant deferral / active EE | $31,012 | $8,216+277.4% | $7,897+292.7% | $6,407+384.1% |
| Admin fee / account holder | $18,239 | $14,344+27.2% | $13,129+38.9% | $12,270+48.6% |