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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 | $108,605 | $154,228-29.6% | $145,433-25.3% | $137,256-20.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.42% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $6,300 | $4,804+31.1% | $4,554+38.3% | $4,156+51.6% |
| Participant deferral / active EE | $9,169 | $8,216+11.6% | $7,897+16.1% | $6,407+43.1% |
| Admin fee / account holder | $5,194 | $14,344-63.8% | $13,129-60.4% | $12,270-57.7% |