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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 | $162,136-18.0% | $152,301-12.7% | $154,746-14.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 32.06% | 91.02%-59.0pp | 80.50%-48.4pp | 172.34%-140.3pp |
| Employer contribution / active EE | $11,765 | $4,890+140.6% | $4,624+154.4% | $4,379+168.7% |
| Participant deferral / active EE | $4,882 | $8,341-41.5% | $8,004-39.0% | $6,730-27.5% |
| Admin fee / account holder | $17,813 | $15,759+13.0% | $14,398+23.7% | $14,365+24.0% |