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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 | $117,290 | $178,174-34.2% | $156,181-24.9% | $137,256-14.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.33% | 84.19%-65.9pp | 64.87%-46.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,163 | $4,972+3.8% | $4,294+20.2% | $4,156+24.2% |
| Participant deferral / active EE | $11,980 | $6,888+73.9% | $6,132+95.4% | $6,407+87.0% |
| Admin fee / account holder | $865 | $17,404-95.0% | $14,586-94.1% | $12,270-93.0% |