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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 | $127,636 | $174,379-26.8% | $152,093-16.1% | $138,895-8.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.76% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $4,349 | $4,652-6.5% | $4,175+4.2% | $4,194+3.7% |
| Participant deferral / active EE | $6,612 | $6,159+7.3% | $5,451+21.3% | $6,396+3.4% |
| Admin fee / account holder | $65,225 | $16,880+286.4% | $14,497+349.9% | $12,562+419.2% |