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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 | $156,398-32.6% | $147,318-28.4% | $138,895-24.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.16% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $5,793 | $4,853+19.4% | $4,593+26.1% | $4,194+38.1% |
| Participant deferral / active EE | $8,275 | $8,237+0.5% | $7,906+4.7% | $6,396+29.4% |
| Admin fee / account holder | $11,122 | $14,976-25.7% | $13,708-18.9% | $12,562-11.5% |