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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 | $126,375 | $148,629-15.0% | $135,982-7.1% | $139,487-9.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.77% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $3,259 | $5,247-37.9% | $4,859-32.9% | $4,755-31.5% |
| Participant deferral / active EE | $9,355 | $8,102+15.5% | $7,760+20.6% | $6,713+39.4% |
| Admin fee / account holder | $1,114 | $12,406-91.0% | $10,767-89.7% | $11,407-90.2% |