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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 | $118,642 | $174,379-32.0% | $152,093-22.0% | $138,895-14.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.98% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $4,711 | $4,652+1.3% | $4,175+12.8% | $4,194+12.3% |
| Participant deferral / active EE | $10,348 | $6,159+68.0% | $5,451+89.8% | $6,396+61.8% |
| Admin fee / account holder | $2,912 | $16,880-82.8% | $14,497-79.9% | $12,562-76.8% |