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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 | $104,990 | $154,228-31.9% | $145,433-27.8% | $137,256-23.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.27% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,293 | $4,804+10.2% | $4,554+16.2% | $4,156+27.3% |
| Participant deferral / active EE | $8,278 | $8,216+0.8% | $7,897+4.8% | $6,407+29.2% |
| Admin fee / account holder | $31,467 | $14,344+119.4% | $13,129+139.7% | $12,270+156.4% |