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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 | $117,882 | $135,956-13.3% | $123,894-4.9% | $273,972-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.20% | 56.63%-43.4pp | 47.52%-34.3pp | 41.46%-28.3pp |
| Employer contribution / active EE | $3,902 | $5,170-24.5% | $4,617-15.5% | $4,869-19.8% |
| Participant deferral / active EE | $14,499 | $6,343+128.6% | $5,984+142.3% | $5,287+174.2% |
| Admin fee / account holder | $5,052 | $9,817-48.5% | $8,357-39.6% | $10,133-50.1% |