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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 | $125,059 | $154,228-18.9% | $145,433-14.0% | $137,256-8.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.64% | 74.59%-55.0pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,387 | $4,804-29.5% | $4,554-25.6% | $4,156-18.5% |
| Participant deferral / active EE | $11,818 | $8,216+43.8% | $7,897+49.6% | $6,407+84.5% |
| Admin fee / account holder | $5,631 | $14,344-60.7% | $13,129-57.1% | $12,270-54.1% |