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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 | $156,398-12.6% | $147,318-7.2% | $138,895-1.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.08% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,181 | $4,853-55.1% | $4,593-52.5% | $4,194-48.0% |
| Participant deferral / active EE | $11,220 | $8,237+36.2% | $7,906+41.9% | $6,396+75.4% |
| Admin fee / account holder | $9,447 | $14,976-36.9% | $13,708-31.1% | $12,562-24.8% |