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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 | $129,807 | $154,228-15.8% | $145,433-10.7% | $137,256-5.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.35% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,150 | $4,804-34.4% | $4,554-30.8% | $4,156-24.2% |
| Participant deferral / active EE | $5,796 | $8,216-29.5% | $7,897-26.6% | $6,407-9.5% |
| Admin fee / account holder | $5,532 | $14,344-61.4% | $13,129-57.9% | $12,270-54.9% |