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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 | $106,110 | $156,398-32.2% | $147,318-28.0% | $138,895-23.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.56% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.8pp |
| Employer contribution / active EE | $4,268 | $4,853-12.0% | $4,593-7.1% | $4,194+1.8% |
| Participant deferral / active EE | $11,001 | $8,237+33.5% | $7,906+39.1% | $6,396+72.0% |
| Admin fee / account holder | $30,652 | $14,976+104.7% | $13,708+123.6% | $12,562+144.0% |