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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 | $181,062-25.6% | $158,223-14.8% | $155,188-13.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 53.05% | 57.39%-4.3pp | 52.09%+1.0pp | 148.84%-95.8pp |
| Employer contribution / active EE | $9,464 | $4,565+107.3% | $4,109+130.3% | $4,248+122.8% |
| Participant deferral / active EE | $9,055 | $6,134+47.6% | $5,467+65.6% | $6,531+38.6% |
| Admin fee / account holder | $1,203 | $18,825-93.6% | $16,047-92.5% | $14,480-91.7% |