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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 | $121,885 | $156,398-22.1% | $147,318-17.3% | $138,895-12.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.84% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,586 | $4,853-46.7% | $4,593-43.7% | $4,194-38.3% |
| Participant deferral / active EE | $8,588 | $8,237+4.3% | $7,906+8.6% | $6,396+34.3% |
| Admin fee / account holder | $33,975 | $14,976+126.9% | $13,708+147.9% | $12,562+170.5% |