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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 | $138,119 | $156,398-11.7% | $147,318-6.2% | $138,895-0.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 34.63% | 78.75%-44.1pp | 70.43%-35.8pp | 145.39%-110.8pp |
| Employer contribution / active EE | $4,968 | $4,853+2.4% | $4,593+8.2% | $4,194+18.4% |
| Participant deferral / active EE | $11,608 | $8,237+40.9% | $7,906+46.8% | $6,396+81.5% |
| Admin fee / account holder | $5,640 | $14,976-62.3% | $13,708-58.9% | $12,562-55.1% |