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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 | $100,591 | $181,062-44.4% | $158,223-36.4% | $155,188-35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.73% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $16,554 | $4,565+262.7% | $4,109+302.9% | $4,248+289.7% |
| Participant deferral / active EE | $12,481 | $6,134+103.5% | $5,467+128.3% | $6,531+91.1% |
| Admin fee / account holder | $181,441 | $18,825+863.8% | $16,047+1030.7% | $14,480+1153.1% |