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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 | $134,768 | $174,379-22.7% | $152,093-11.4% | $138,895-3.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 53.05% | 74.86%-21.8pp | 66.36%-13.3pp | 145.39%-92.3pp |
| Employer contribution / active EE | $9,464 | $4,652+103.5% | $4,175+126.7% | $4,194+125.7% |
| Participant deferral / active EE | $9,055 | $6,159+47.0% | $5,451+66.1% | $6,396+41.6% |
| Admin fee / account holder | $1,203 | $16,880-92.9% | $14,497-91.7% | $12,562-90.4% |