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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 | $99,730 | $154,228-35.3% | $145,433-31.4% | $137,256-27.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.32% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,210 | $4,804-54.0% | $4,554-51.5% | $4,156-46.8% |
| Participant deferral / active EE | $8,648 | $8,216+5.3% | $7,897+9.5% | $6,407+35.0% |
| Admin fee / account holder | $8,706 | $14,344-39.3% | $13,129-33.7% | $12,270-29.0% |