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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 | $118,277 | $156,398-24.4% | $147,318-19.7% | $138,895-14.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.37% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,258 | $4,853-12.3% | $4,593-7.3% | $4,194+1.5% |
| Participant deferral / active EE | $9,783 | $8,237+18.8% | $7,906+23.7% | $6,396+52.9% |
| Admin fee / account holder | $2,512 | $14,976-83.2% | $13,708-81.7% | $12,562-80.0% |