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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 | $121,375 | $157,304-22.8% | $141,197-14.0% | $152,909-20.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 18.25% | 64.34%-46.1pp | 71.41%-53.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $5,717 | $5,263+8.6% | $4,736+20.7% | $4,764+20.0% |
| Participant deferral / active EE | $13,163 | $7,111+85.1% | $6,710+96.2% | $5,851+125.0% |
| Admin fee / account holder | $627 | $12,126-94.8% | $10,265-93.9% | $11,601-94.6% |