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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 | $133,867 | $156,398-14.4% | $147,318-9.1% | $138,895-3.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.56% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.8pp |
| Employer contribution / active EE | $7,069 | $4,853+45.6% | $4,593+53.9% | $4,194+68.5% |
| Participant deferral / active EE | $13,762 | $8,237+67.1% | $7,906+74.1% | $6,396+115.2% |
| Admin fee / account holder | $1,179 | $14,976-92.1% | $13,708-91.4% | $12,562-90.6% |