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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 | $112,145 | $209,336-46.4% | $197,124-43.1% | $137,256-18.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.53% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,741 | $6,591-43.2% | $6,227-39.9% | $4,156-10.0% |
| Participant deferral / active EE | $11,733 | $9,614+22.0% | $9,135+28.4% | $6,407+83.1% |
| Admin fee / account holder | $1,376 | $17,308-92.0% | $16,298-91.6% | $12,270-88.8% |