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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 | $111,797 | $148,623-24.8% | $135,974-17.8% | $139,466-19.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.08% | 79.30%-66.2pp | 68.30%-55.2pp | 373.66%-360.6pp |
| Employer contribution / active EE | $5,049 | $5,246-3.8% | $4,859+3.9% | $4,754+6.2% |
| Participant deferral / active EE | $8,738 | $8,103+7.8% | $7,760+12.6% | $6,712+30.2% |
| Admin fee / account holder | $12,094 | $12,406-2.5% | $10,767+12.3% | $11,409+6.0% |