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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 | $111,804 | $156,398-28.5% | $147,318-24.1% | $138,895-19.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.71% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $6,401 | $4,853+31.9% | $4,593+39.4% | $4,194+52.6% |
| Participant deferral / active EE | $23,314 | $8,237+183.0% | $7,906+194.9% | $6,396+264.5% |
| Admin fee / account holder | $56,451 | $14,976+277.0% | $13,708+311.8% | $12,562+349.4% |