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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 | $132,474 | $156,398-15.3% | $147,318-10.1% | $138,895-4.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.93% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $4,615 | $4,853-4.9% | $4,593+0.5% | $4,194+10.0% |
| Participant deferral / active EE | $9,873 | $8,237+19.9% | $7,906+24.9% | $6,396+54.4% |
| Admin fee / account holder | $3,218 | $14,976-78.5% | $13,708-76.5% | $12,562-74.4% |