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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 | $132,564 | $174,379-24.0% | $152,093-12.8% | $138,895-4.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.54% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $5,637 | $4,652+21.2% | $4,175+35.0% | $4,194+34.4% |
| Participant deferral / active EE | $5,893 | $6,159-4.3% | $5,451+8.1% | $6,396-7.9% |
| Admin fee / account holder | $1,534 | $16,880-90.9% | $14,497-89.4% | $12,562-87.8% |