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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 | $132,480 | $154,228-14.1% | $145,433-8.9% | $137,256-3.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 77.83% | 74.59%+3.2pp | 66.58%+11.3pp | 220.34%-142.5pp |
| Employer contribution / active EE | $16,324 | $4,804+239.8% | $4,554+258.4% | $4,156+292.8% |
| Participant deferral / active EE | $12,867 | $8,216+56.6% | $7,897+62.9% | $6,407+100.8% |
| Admin fee / account holder | $2,801 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |