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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 | $125,395 | $156,398-19.8% | $147,318-14.9% | $138,895-9.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.62% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $4,139 | $4,853-14.7% | $4,593-9.9% | $4,194-1.3% |
| Participant deferral / active EE | $15,050 | $8,237+82.7% | $7,906+90.4% | $6,396+135.3% |
| Admin fee / account holder | $119,500 | $14,976+698.0% | $13,708+771.8% | $12,562+851.3% |