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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 | $98,495 | $172,111-42.8% | $150,298-34.5% | $137,256-28.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.14% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,405 | $4,636-69.7% | $4,154-66.2% | $4,156-66.2% |
| Participant deferral / active EE | $6,048 | $6,166-1.9% | $5,453+10.9% | $6,407-5.6% |
| Admin fee / account holder | $970 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |