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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 | $115,467 | $154,228-25.1% | $145,433-20.6% | $137,256-15.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.84% | 74.59%-56.8pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,916 | $4,804+23.1% | $4,554+29.9% | $4,156+42.3% |
| Participant deferral / active EE | $14,422 | $8,216+75.5% | $7,897+82.6% | $6,407+125.1% |
| Admin fee / account holder | $8,139 | $14,344-43.3% | $13,129-38.0% | $12,270-33.7% |