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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 | $181,062-21.8% | $158,223-10.5% | $155,188-8.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.32% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $4,000 | $4,565-12.4% | $4,109-2.6% | $4,248-5.8% |
| Participant deferral / active EE | $6,241 | $6,134+1.7% | $5,467+14.2% | $6,531-4.4% |
| Admin fee / account holder | $1,266 | $18,825-93.3% | $16,047-92.1% | $14,480-91.3% |