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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 | $125,249 | $154,228-18.8% | $145,433-13.9% | $137,256-8.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.29% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $28,254 | $4,804+488.1% | $4,554+520.4% | $4,156+579.8% |
| Participant deferral / active EE | $13,706 | $8,216+66.8% | $7,897+73.6% | $6,407+113.9% |
| Admin fee / account holder | $4,261 | $14,344-70.3% | $13,129-67.5% | $12,270-65.3% |