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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 | $87,031 | $156,398-44.4% | $147,318-40.9% | $138,895-37.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.79% | 78.75%-64.0pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,243 | $4,853-53.8% | $4,593-51.2% | $4,194-46.5% |
| Participant deferral / active EE | $7,232 | $8,237-12.2% | $7,906-8.5% | $6,396+13.1% |
| Admin fee / account holder | $683 | $14,976-95.4% | $13,708-95.0% | $12,562-94.6% |