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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 | $134,611 | $154,228-12.7% | $145,433-7.4% | $137,256-1.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.00% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,427 | $4,804-49.5% | $4,554-46.7% | $4,156-41.6% |
| Participant deferral / active EE | $3,282 | $8,216-60.1% | $7,897-58.4% | $6,407-48.8% |
| Admin fee / account holder | $13,348 | $14,344-6.9% | $13,129+1.7% | $12,270+8.8% |