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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 | $128,095 | $156,398-18.1% | $147,318-13.0% | $138,895-7.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.77% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,689 | $4,853-44.6% | $4,593-41.5% | $4,194-35.9% |
| Participant deferral / active EE | $12,027 | $8,237+46.0% | $7,906+52.1% | $6,396+88.0% |
| Admin fee / account holder | $13,444 | $14,976-10.2% | $13,708-1.9% | $12,562+7.0% |