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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 | $126,709 | $162,785-22.2% | $133,959-5.4% | $158,950-20.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.35% | 41.94%-23.6pp | 45.09%-26.7pp | 302.91%-284.6pp |
| Employer contribution / active EE | $6,781 | $4,975+36.3% | $3,919+73.1% | $4,762+42.4% |
| Participant deferral / active EE | $8,361 | $5,910+41.5% | $5,047+65.6% | $5,983+39.7% |
| Admin fee / account holder | $14,609 | $11,738+24.5% | $8,928+63.6% | $11,248+29.9% |