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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 | $125,198 | $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 | 19.03% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $14,296 | $4,804+197.6% | $4,554+213.9% | $4,156+244.0% |
| Participant deferral / active EE | $12,168 | $8,216+48.1% | $7,897+54.1% | $6,407+89.9% |
| Admin fee / account holder | $10,410 | $14,344-27.4% | $13,129-20.7% | $12,270-15.2% |