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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 | $127,827 | $182,442-29.9% | $163,379-21.8% | $138,895-8.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.92% | 72.74%-55.8pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $5,608 | $4,159+34.8% | $3,752+49.5% | $4,194+33.7% |
| Participant deferral / active EE | $18,189 | $6,817+166.8% | $6,282+189.6% | $6,396+184.4% |
| Admin fee / account holder | $12,290 | $10,396+18.2% | $9,818+25.2% | $12,562-2.2% |