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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 | $122,798 | $209,336-41.3% | $197,124-37.7% | $137,256-10.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.63% | 48.09%-22.5pp | 44.34%-18.7pp | 220.34%-194.7pp |
| Employer contribution / active EE | $7,739 | $6,591+17.4% | $6,227+24.3% | $4,156+86.2% |
| Participant deferral / active EE | $7,923 | $9,614-17.6% | $9,135-13.3% | $6,407+23.7% |
| Admin fee / account holder | $1,655 | $17,308-90.4% | $16,298-89.8% | $12,270-86.5% |