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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 | $174,379-49.2% | $152,093-41.8% | $138,895-36.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.83% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $20,040 | $4,652+330.8% | $4,175+380.0% | $4,194+377.8% |
| Participant deferral / active EE | $7,558 | $6,159+22.7% | $5,451+38.6% | $6,396+18.2% |
| Admin fee / account holder | $1,223 | $16,880-92.8% | $14,497-91.6% | $12,562-90.3% |