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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 | $134,601 | $154,228-12.7% | $145,433-7.4% | $137,256-1.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.26% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $12,018 | $4,804+150.2% | $4,554+163.9% | $4,156+189.2% |
| Participant deferral / active EE | $2,953 | $8,216-64.1% | $7,897-62.6% | $6,407-53.9% |
| Admin fee / account holder | $2,132 | $14,344-85.1% | $13,129-83.8% | $12,270-82.6% |