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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 | $122,005 | $174,379-30.0% | $152,093-19.8% | $138,895-12.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 26.35% | 74.86%-48.5pp | 66.36%-40.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $9,775 | $4,652+110.1% | $4,175+134.1% | $4,194+133.0% |
| Participant deferral / active EE | $8,073 | $6,159+31.1% | $5,451+48.1% | $6,396+26.2% |
| Admin fee / account holder | $6,852 | $16,880-59.4% | $14,497-52.7% | $12,562-45.5% |