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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 | $142,167 | $197,603-28.1% | $177,827-20.1% | $158,950-10.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 62.68% | 58.76%+3.9pp | 48.32%+14.4pp | 302.91%-240.2pp |
| Employer contribution / active EE | $3,155 | $6,698-52.9% | $5,918-46.7% | $4,762-33.7% |
| Participant deferral / active EE | $11,700 | $8,404+39.2% | $7,713+51.7% | $5,983+95.6% |
| Admin fee / account holder | $14,531 | $15,402-5.7% | $12,429+16.9% | $11,248+29.2% |