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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 | $174,379-26.7% | $152,093-15.9% | $138,895-7.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.17% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,758 | $4,652-19.2% | $4,175-10.0% | $4,194-10.4% |
| Participant deferral / active EE | $8,684 | $6,159+41.0% | $5,451+59.3% | $6,396+35.8% |
| Admin fee / account holder | $5,986 | $16,880-64.5% | $14,497-58.7% | $12,562-52.3% |