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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 | $115,039 | $154,228-25.4% | $145,433-20.9% | $137,256-16.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.79% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $12,600 | $4,804+162.3% | $4,554+176.6% | $4,156+203.2% |
| Participant deferral / active EE | $10,008 | $8,216+21.8% | $7,897+26.7% | $6,407+56.2% |
| Admin fee / account holder | $2,829 | $14,344-80.3% | $13,129-78.5% | $12,270-76.9% |