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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 | $132,910 | $154,228-13.8% | $145,433-8.6% | $137,256-3.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.06% | 74.59%-42.5pp | 66.58%-34.5pp | 220.34%-188.3pp |
| Employer contribution / active EE | $11,765 | $4,804+144.9% | $4,554+158.3% | $4,156+183.1% |
| Participant deferral / active EE | $4,882 | $8,216-40.6% | $7,897-38.2% | $6,407-23.8% |
| Admin fee / account holder | $17,813 | $14,344+24.2% | $13,129+35.7% | $12,270+45.2% |