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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 | $112,466 | $185,312-39.3% | $161,489-30.4% | $154,746-27.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.19% | 103.84%-84.7pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $3,285 | $4,769-31.1% | $4,268-23.0% | $4,379-25.0% |
| Participant deferral / active EE | $9,617 | $6,350+51.5% | $5,630+70.8% | $6,730+42.9% |
| Admin fee / account holder | $23,772 | $18,654+27.4% | $16,006+48.5% | $14,365+65.5% |