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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 | $119,055 | $183,592-35.2% | $155,567-23.5% | $145,959-18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $5,369 | $5,315+1.0% | $4,674+14.9% | $4,661+15.2% |
| Participant deferral / active EE | $5,282 | $6,464-18.3% | $5,628-6.1% | $6,689-21.0% |
| Admin fee / account holder | $2,939 | $19,318-84.8% | $15,916-81.5% | $13,398-78.1% |