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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 | $140,079 | $181,062-22.6% | $158,223-11.5% | $155,188-9.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.46% | 57.39%-44.9pp | 52.09%-39.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $8,238 | $4,565+80.5% | $4,109+100.5% | $4,248+93.9% |
| Participant deferral / active EE | $9,420 | $6,134+53.6% | $5,467+72.3% | $6,531+44.2% |
| Admin fee / account holder | $14,019 | $18,825-25.5% | $16,047-12.6% | $14,480-3.2% |