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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 | $117,533 | $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 | 16.56% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $12,410 | $4,804+158.3% | $4,554+172.5% | $4,156+198.6% |
| Participant deferral / active EE | $12,607 | $8,216+53.4% | $7,897+59.6% | $6,407+96.8% |
| Admin fee / account holder | $1,096 | $14,344-92.4% | $13,129-91.6% | $12,270-91.1% |