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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 | $98,589 | $156,398-37.0% | $147,318-33.1% | $138,895-29.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.78% | 78.75%-55.0pp | 70.43%-46.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $22,285 | $4,853+359.2% | $4,593+385.2% | $4,194+431.3% |
| Participant deferral / active EE | $22,844 | $8,237+177.3% | $7,906+188.9% | $6,396+257.1% |
| Admin fee / account holder | $520 | $14,976-96.5% | $13,708-96.2% | $12,562-95.9% |