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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 | $116,540 | $154,228-24.4% | $145,433-19.9% | $137,256-15.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.75% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,719 | $4,804-22.6% | $4,554-18.3% | $4,156-10.5% |
| Participant deferral / active EE | $16,334 | $8,216+98.8% | $7,897+106.8% | $6,407+154.9% |
| Admin fee / account holder | $4,835 | $14,344-66.3% | $13,129-63.2% | $12,270-60.6% |