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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 | $136,141 | $154,228-11.7% | $145,433-6.4% | $137,256-0.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.07% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $6,583 | $4,804+37.0% | $4,554+44.5% | $4,156+58.4% |
| Participant deferral / active EE | $16,595 | $8,216+102.0% | $7,897+110.1% | $6,407+159.0% |
| Admin fee / account holder | $36,851 | $14,344+156.9% | $13,129+180.7% | $12,270+200.3% |