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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 | $104,323 | $154,228-32.4% | $145,433-28.3% | $137,256-24.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.29% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,245 | $4,804-11.6% | $4,554-6.8% | $4,156+2.1% |
| Participant deferral / active EE | $18,139 | $8,216+120.8% | $7,897+129.7% | $6,407+183.1% |
| Admin fee / account holder | $639 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |