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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 | $125,217 | $154,228-18.8% | $145,433-13.9% | $137,256-8.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.92% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,456 | $4,804-28.1% | $4,554-24.1% | $4,156-16.8% |
| Participant deferral / active EE | $22,000 | $8,216+167.8% | $7,897+178.6% | $6,407+243.4% |
| Admin fee / account holder | $694 | $14,344-95.2% | $13,129-94.7% | $12,270-94.3% |