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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 | $129,502 | $155,555-16.7% | $146,866-11.8% | $155,188-16.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.80% | 115.41%-103.6pp | 102.85%-91.1pp | 148.84%-137.0pp |
| Employer contribution / active EE | $18,212 | $4,647+291.9% | $4,425+311.6% | $4,248+328.7% |
| Participant deferral / active EE | $9,083 | $8,044+12.9% | $7,759+17.1% | $6,531+39.1% |
| Admin fee / account holder | $5,491 | $14,755-62.8% | $13,620-59.7% | $14,480-62.1% |