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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 | $120,820 | $185,312-34.8% | $161,489-25.2% | $154,746-21.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 103.93% | 103.84%+0.1pp | 89.72%+14.2pp | 172.34%-68.4pp |
| Employer contribution / active EE | $19,011 | $4,769+298.6% | $4,268+345.4% | $4,379+334.1% |
| Participant deferral / active EE | $23,500 | $6,350+270.1% | $5,630+317.4% | $6,730+249.2% |
| Admin fee / account holder | $681 | $18,654-96.4% | $16,006-95.7% | $14,365-95.3% |