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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 | $108,355 | $154,228-29.7% | $145,433-25.5% | $137,256-21.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.64% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,368 | $4,804-29.9% | $4,554-26.0% | $4,156-19.0% |
| Participant deferral / active EE | $6,506 | $8,216-20.8% | $7,897-17.6% | $6,407+1.5% |
| Admin fee / account holder | $735 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |