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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 | $84,653 | $156,398-45.9% | $147,318-42.5% | $138,895-39.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 117.56% | 78.75%+38.8pp | 70.43%+47.1pp | 145.39%-27.8pp |
| Employer contribution / active EE | $4,727 | $4,853-2.6% | $4,593+2.9% | $4,194+12.7% |
| Participant deferral / active EE | $13,827 | $8,237+67.9% | $7,906+74.9% | $6,396+116.2% |
| Admin fee / account holder | $901 | $14,976-94.0% | $13,708-93.4% | $12,562-92.8% |