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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 | $122,814 | $154,228-20.4% | $145,433-15.6% | $137,256-10.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.03% | 74.59%-60.6pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $6,202 | $4,804+29.1% | $4,554+36.2% | $4,156+49.2% |
| Participant deferral / active EE | $15,227 | $8,216+85.3% | $7,897+92.8% | $6,407+137.7% |
| Admin fee / account holder | $17,858 | $14,344+24.5% | $13,129+36.0% | $12,270+45.5% |