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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 | $121,987 | $154,228-20.9% | $145,433-16.1% | $137,256-11.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.29% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $13,827 | $4,804+187.8% | $4,554+203.6% | $4,156+232.7% |
| Participant deferral / active EE | $11,257 | $8,216+37.0% | $7,897+42.5% | $6,407+75.7% |
| Admin fee / account holder | $4,040 | $14,344-71.8% | $13,129-69.2% | $12,270-67.1% |