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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 | $136,753 | $154,228-11.3% | $145,433-6.0% | $137,256-0.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.08% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,181 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $11,220 | $8,216+36.6% | $7,897+42.1% | $6,407+75.1% |
| Admin fee / account holder | $9,447 | $14,344-34.1% | $13,129-28.0% | $12,270-23.0% |