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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 | $120,566 | $156,398-22.9% | $147,318-18.2% | $138,895-13.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.89% | 78.75%-58.9pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $7,870 | $4,853+62.2% | $4,593+71.4% | $4,194+87.6% |
| Participant deferral / active EE | $10,825 | $8,237+31.4% | $7,906+36.9% | $6,396+69.2% |
| Admin fee / account holder | $10,982 | $14,976-26.7% | $13,708-19.9% | $12,562-12.6% |