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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 | $92,866 | $174,379-46.7% | $152,093-38.9% | $138,895-33.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.06% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,496 | $4,652-46.4% | $4,175-40.2% | $4,194-40.5% |
| Participant deferral / active EE | $6,680 | $6,159+8.5% | $5,451+22.5% | $6,396+4.4% |
| Admin fee / account holder | $740 | $16,880-95.6% | $14,497-94.9% | $12,562-94.1% |