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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 | $124,135 | $185,312-33.0% | $161,489-23.1% | $154,746-19.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.88% | 103.84%-88.0pp | 89.72%-73.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $5,794 | $4,769+21.5% | $4,268+35.7% | $4,379+32.3% |
| Participant deferral / active EE | $8,340 | $6,350+31.3% | $5,630+48.1% | $6,730+23.9% |
| Admin fee / account holder | $1,571 | $18,654-91.6% | $16,006-90.2% | $14,365-89.1% |