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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 | $117,495 | $154,228-23.8% | $145,433-19.2% | $137,256-14.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.09% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,135 | $4,804-34.7% | $4,554-31.2% | $4,156-24.6% |
| Participant deferral / active EE | $9,507 | $8,216+15.7% | $7,897+20.4% | $6,407+48.4% |
| Admin fee / account holder | $4,668 | $14,344-67.5% | $13,129-64.4% | $12,270-62.0% |