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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 | $124,298 | $181,062-31.4% | $158,223-21.4% | $155,188-19.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.33% | 57.39%-44.1pp | 52.09%-38.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $11,220 | $4,565+145.8% | $4,109+173.1% | $4,248+164.1% |
| Participant deferral / active EE | $9,647 | $6,134+57.3% | $5,467+76.5% | $6,531+47.7% |
| Admin fee / account holder | $3,866 | $18,825-79.5% | $16,047-75.9% | $14,480-73.3% |