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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 | $154,228-13.2% | $145,433-8.0% | $137,256-2.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.56% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $7,069 | $4,804+47.1% | $4,554+55.2% | $4,156+70.1% |
| Participant deferral / active EE | $13,762 | $8,216+67.5% | $7,897+74.3% | $6,407+114.8% |
| Admin fee / account holder | $1,179 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |