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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 | $121,763 | $154,228-21.0% | $145,433-16.3% | $137,256-11.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.67% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,064 | $4,804-15.4% | $4,554-10.8% | $4,156-2.2% |
| Participant deferral / active EE | $10,304 | $8,216+25.4% | $7,897+30.5% | $6,407+60.8% |
| Admin fee / account holder | $1,304 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |