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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 | $80,054 | $185,312-56.8% | $161,489-50.4% | $154,746-48.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.57% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $9,110 | $4,769+91.0% | $4,268+113.4% | $4,379+108.0% |
| Participant deferral / active EE | $21,394 | $6,350+236.9% | $5,630+280.0% | $6,730+217.9% |
| Admin fee / account holder | $18,731 | $18,654+0.4% | $16,006+17.0% | $14,365+30.4% |