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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 | $134,414 | $156,398-14.1% | $147,318-8.8% | $138,895-3.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.51% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,022 | $4,853-78.9% | $4,593-77.7% | $4,194-75.6% |
| Participant deferral / active EE | $18,029 | $8,237+118.9% | $7,906+128.0% | $6,396+181.9% |
| Admin fee / account holder | $7,317 | $14,976-51.1% | $13,708-46.6% | $12,562-41.8% |