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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 | $129,135 | $156,398-17.4% | $147,318-12.3% | $138,895-7.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.24% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,873 | $4,853-61.4% | $4,593-59.2% | $4,194-55.4% |
| Participant deferral / active EE | $10,067 | $8,237+22.2% | $7,906+27.3% | $6,396+57.4% |
| Admin fee / account holder | $518 | $14,976-96.5% | $13,708-96.2% | $12,562-95.9% |