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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 | $67,588 | $154,228-56.2% | $145,433-53.5% | $137,256-50.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.75% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $20,054 | $4,804+317.4% | $4,554+340.3% | $4,156+382.5% |
| Participant deferral / active EE | $36,547 | $8,216+344.8% | $7,897+362.8% | $6,407+470.4% |
| Admin fee / account holder | $38,274 | $14,344+166.8% | $13,129+191.5% | $12,270+211.9% |