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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 | $129,353 | $154,228-16.1% | $145,433-11.1% | $137,256-5.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,271 | $4,804-31.9% | $4,554-28.2% | $4,156-21.3% |
| Participant deferral / active EE | $7,398 | $8,216-10.0% | $7,897-6.3% | $6,407+15.5% |
| Admin fee / account holder | $5,967 | $14,344-58.4% | $13,129-54.6% | $12,270-51.4% |