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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 | $133,641 | $154,228-13.3% | $145,433-8.1% | $137,256-2.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.19% | 74.59%-46.4pp | 66.58%-38.4pp | 220.34%-192.1pp |
| Employer contribution / active EE | $5,913 | $4,804+23.1% | $4,554+29.8% | $4,156+42.3% |
| Participant deferral / active EE | $15,868 | $8,216+93.1% | $7,897+100.9% | $6,407+147.7% |
| Admin fee / account holder | $27,226 | $14,344+89.8% | $13,129+107.4% | $12,270+121.9% |