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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 | $106,265 | $156,398-32.1% | $147,318-27.9% | $138,895-23.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.53% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $4,456 | $4,853-8.2% | $4,593-3.0% | $4,194+6.2% |
| Participant deferral / active EE | $8,067 | $8,237-2.1% | $7,906+2.0% | $6,396+26.1% |
| Admin fee / account holder | $3,331 | $14,976-77.8% | $13,708-75.7% | $12,562-73.5% |