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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 | $126,411 | $162,136-22.0% | $152,301-17.0% | $154,746-18.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.02% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $4,545 | $4,890-7.1% | $4,624-1.7% | $4,379+3.8% |
| Participant deferral / active EE | $7,810 | $8,341-6.4% | $8,004-2.4% | $6,730+16.0% |
| Admin fee / account holder | $5,618 | $15,759-64.4% | $14,398-61.0% | $14,365-60.9% |