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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 | $141,568 | $174,379-18.8% | $152,093-6.9% | $138,895+1.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.32% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,000 | $4,652-14.0% | $4,175-4.2% | $4,194-4.6% |
| Participant deferral / active EE | $6,241 | $6,159+1.3% | $5,451+14.5% | $6,396-2.4% |
| Admin fee / account holder | $1,266 | $16,880-92.5% | $14,497-91.3% | $12,562-89.9% |