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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 | $121,159 | $156,398-22.5% | $147,318-17.8% | $138,895-12.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.27% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $12,876 | $4,853+165.3% | $4,593+180.3% | $4,194+207.0% |
| Participant deferral / active EE | $13,065 | $8,237+58.6% | $7,906+65.2% | $6,396+104.3% |
| Admin fee / account holder | $14,953 | $14,976-0.2% | $13,708+9.1% | $12,562+19.0% |