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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 | $145,002 | $174,379-16.8% | $152,093-4.7% | $138,895+4.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.31% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,222 | $4,652-73.7% | $4,175-70.7% | $4,194-70.9% |
| Participant deferral / active EE | $7,355 | $6,159+19.4% | $5,451+34.9% | $6,396+15.0% |
| Admin fee / account holder | $5,268 | $16,880-68.8% | $14,497-63.7% | $12,562-58.1% |