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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 | $127,856 | $181,062-29.4% | $158,223-19.2% | $155,188-17.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.17% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $3,758 | $4,565-17.7% | $4,109-8.5% | $4,248-11.5% |
| Participant deferral / active EE | $8,684 | $6,134+41.6% | $5,467+58.8% | $6,531+33.0% |
| Admin fee / account holder | $5,986 | $18,825-68.2% | $16,047-62.7% | $14,480-58.7% |