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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 | $154,228-18.0% | $145,433-13.1% | $137,256-7.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.02% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,545 | $4,804-5.4% | $4,554-0.2% | $4,156+9.4% |
| Participant deferral / active EE | $7,810 | $8,216-4.9% | $7,897-1.1% | $6,407+21.9% |
| Admin fee / account holder | $5,618 | $14,344-60.8% | $13,129-57.2% | $12,270-54.2% |