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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 | $92,148 | $154,228-40.3% | $145,433-36.6% | $137,256-32.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.48% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $15,775 | $4,804+228.4% | $4,554+246.4% | $4,156+279.6% |
| Participant deferral / active EE | $8,688 | $8,216+5.7% | $7,897+10.0% | $6,407+35.6% |
| Admin fee / account holder | $7,491 | $14,344-47.8% | $13,129-42.9% | $12,270-39.0% |