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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 | $197,637-28.1% | $177,848-20.1% | $158,982-10.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 62.68% | 58.77%+3.9pp | 48.33%+14.4pp | 302.99%-240.3pp |
| Employer contribution / active EE | $3,155 | $6,698-52.9% | $5,919-46.7% | $4,763-33.8% |
| Participant deferral / active EE | $11,700 | $8,405+39.2% | $7,714+51.7% | $5,983+95.5% |
| Admin fee / account holder | $14,531 | $15,406-5.7% | $12,431+16.9% | $11,252+29.1% |