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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 | $99,650 | $154,228-35.4% | $145,433-31.5% | $137,256-27.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.66% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,037 | $4,804+4.8% | $4,554+10.6% | $4,156+21.2% |
| Participant deferral / active EE | $11,919 | $8,216+45.1% | $7,897+50.9% | $6,407+86.0% |
| Admin fee / account holder | $1,125 | $14,344-92.2% | $13,129-91.4% | $12,270-90.8% |