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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 | $156,398-36.2% | $147,318-32.3% | $138,895-28.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.32% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,210 | $4,853-54.5% | $4,593-51.9% | $4,194-47.3% |
| Participant deferral / active EE | $8,648 | $8,237+5.0% | $7,906+9.4% | $6,396+35.2% |
| Admin fee / account holder | $8,706 | $14,976-41.9% | $13,708-36.5% | $12,562-30.7% |