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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 | $88,519 | $181,062-51.1% | $158,223-44.1% | $155,188-43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.83% | 57.39%-33.6pp | 52.09%-28.3pp | 148.84%-125.0pp |
| Employer contribution / active EE | $20,040 | $4,565+339.0% | $4,109+387.7% | $4,248+371.8% |
| Participant deferral / active EE | $7,558 | $6,134+23.2% | $5,467+38.3% | $6,531+15.7% |
| Admin fee / account holder | $1,223 | $18,825-93.5% | $16,047-92.4% | $14,480-91.6% |