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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 | $125,563 | $181,062-30.7% | $158,223-20.6% | $155,188-19.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.69% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.2pp |
| Employer contribution / active EE | $4,703 | $4,565+3.0% | $4,109+14.5% | $4,248+10.7% |
| Participant deferral / active EE | $10,185 | $6,134+66.0% | $5,467+86.3% | $6,531+55.9% |
| Admin fee / account holder | $769 | $18,825-95.9% | $16,047-95.2% | $14,480-94.7% |