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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 | $108,091 | $156,398-30.9% | $147,318-26.6% | $138,895-22.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.15% | 78.75%-53.6pp | 70.43%-45.3pp | 145.39%-120.2pp |
| Employer contribution / active EE | $7,024 | $4,853+44.7% | $4,593+52.9% | $4,194+67.5% |
| Participant deferral / active EE | $17,251 | $8,237+109.4% | $7,906+118.2% | $6,396+169.7% |
| Admin fee / account holder | $7,722 | $14,976-48.4% | $13,708-43.7% | $12,562-38.5% |