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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 | $120,205 | $154,228-22.1% | $145,433-17.3% | $137,256-12.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.54% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,192 | $4,804+49.7% | $4,554+57.9% | $4,156+73.0% |
| Participant deferral / active EE | $8,256 | $8,216+0.5% | $7,897+4.5% | $6,407+28.9% |
| Admin fee / account holder | $12,291 | $14,344-14.3% | $13,129-6.4% | $12,270+0.2% |