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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 | $127,720 | $156,398-18.3% | $147,318-13.3% | $138,895-8.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.05% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $7,823 | $4,853+61.2% | $4,593+70.3% | $4,194+86.5% |
| Participant deferral / active EE | $14,346 | $8,237+74.2% | $7,906+81.5% | $6,396+124.3% |
| Admin fee / account holder | $16,302 | $14,976+8.9% | $13,708+18.9% | $12,562+29.8% |