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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 | $105,433 | $154,228-31.6% | $145,433-27.5% | $137,256-23.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,793 | $4,804+20.6% | $4,554+27.2% | $4,156+39.4% |
| Participant deferral / active EE | $8,275 | $8,216+0.7% | $7,897+4.8% | $6,407+29.2% |
| Admin fee / account holder | $11,122 | $14,344-22.5% | $13,129-15.3% | $12,270-9.4% |