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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 | $100,746 | $156,398-35.6% | $147,318-31.6% | $138,895-27.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.92% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,245 | $4,853-33.1% | $4,593-29.3% | $4,194-22.6% |
| Participant deferral / active EE | $11,356 | $8,237+37.9% | $7,906+43.6% | $6,396+77.5% |
| Admin fee / account holder | $19,180 | $14,976+28.1% | $13,708+39.9% | $12,562+52.7% |