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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 | $128,284 | $154,228-16.8% | $145,433-11.8% | $137,256-6.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.58% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,399 | $4,804-8.4% | $4,554-3.4% | $4,156+5.8% |
| Participant deferral / active EE | $10,729 | $8,216+30.6% | $7,897+35.9% | $6,407+67.5% |
| Admin fee / account holder | $7,654 | $14,344-46.6% | $13,129-41.7% | $12,270-37.6% |