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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 | $140,713 | $162,136-13.2% | $152,301-7.6% | $154,746-9.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.39% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $4,476 | $4,890-8.5% | $4,624-3.2% | $4,379+2.2% |
| Participant deferral / active EE | $6,678 | $8,341-19.9% | $8,004-16.6% | $6,730-0.8% |
| Admin fee / account holder | $16,018 | $15,759+1.6% | $14,398+11.2% | $14,365+11.5% |