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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 | $136,338 | $174,379-21.8% | $152,093-10.4% | $138,895-1.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.12% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $6,495 | $4,652+39.6% | $4,175+55.6% | $4,194+54.9% |
| Participant deferral / active EE | $7,091 | $6,159+15.1% | $5,451+30.1% | $6,396+10.9% |
| Admin fee / account holder | $940 | $16,880-94.4% | $14,497-93.5% | $12,562-92.5% |