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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 | $129,490 | $154,228-16.0% | $145,433-11.0% | $137,256-5.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.42% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $9,602 | $4,804+99.9% | $4,554+110.8% | $4,156+131.0% |
| Participant deferral / active EE | $15,676 | $8,216+90.8% | $7,897+98.5% | $6,407+144.7% |
| Admin fee / account holder | $6,587 | $14,344-54.1% | $13,129-49.8% | $12,270-46.3% |