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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 | $134,922 | $154,228-12.5% | $145,433-7.2% | $137,256-1.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.43% | 74.59%-55.2pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,780 | $4,804-21.3% | $4,554-17.0% | $4,156-9.0% |
| Participant deferral / active EE | $12,453 | $8,216+51.6% | $7,897+57.7% | $6,407+94.4% |
| Admin fee / account holder | $9,605 | $14,344-33.0% | $13,129-26.8% | $12,270-21.7% |