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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 | $156,398-17.0% | $147,318-11.9% | $138,895-6.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.35% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,150 | $4,853-35.1% | $4,593-31.4% | $4,194-24.9% |
| Participant deferral / active EE | $5,796 | $8,237-29.6% | $7,906-26.7% | $6,396-9.4% |
| Admin fee / account holder | $5,532 | $14,976-63.1% | $13,708-59.6% | $12,562-56.0% |