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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 | $108,601 | $154,228-29.6% | $145,433-25.3% | $137,256-20.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.68% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,915 | $4,804+2.3% | $4,554+7.9% | $4,156+18.3% |
| Participant deferral / active EE | $9,066 | $8,216+10.3% | $7,897+14.8% | $6,407+41.5% |
| Admin fee / account holder | $1,742 | $14,344-87.9% | $13,129-86.7% | $12,270-85.8% |