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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 | $108,182 | $154,228-29.9% | $145,433-25.6% | $137,256-21.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.16% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $6,361 | $4,804+32.4% | $4,554+39.7% | $4,156+53.1% |
| Participant deferral / active EE | $25,298 | $8,216+207.9% | $7,897+220.3% | $6,407+294.9% |
| Admin fee / account holder | $1,064 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |