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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 | $126,468 | $162,821-22.3% | $133,978-5.6% | $158,982-20.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.22% | 41.95%-29.7pp | 45.10%-32.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $5,894 | $4,976+18.4% | $3,919+50.4% | $4,763+23.8% |
| Participant deferral / active EE | $4,093 | $5,910-30.8% | $5,047-18.9% | $5,983-31.6% |
| Admin fee / account holder | $13,609 | $11,742+15.9% | $8,930+52.4% | $11,252+21.0% |