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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 | $122,774 | $154,228-20.4% | $145,433-15.6% | $137,256-10.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.18% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,815 | $4,804-20.6% | $4,554-16.2% | $4,156-8.2% |
| Participant deferral / active EE | $12,433 | $8,216+51.3% | $7,897+57.4% | $6,407+94.1% |
| Admin fee / account holder | $1,829 | $14,344-87.2% | $13,129-86.1% | $12,270-85.1% |