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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 | $95,897 | $178,174-46.2% | $156,181-38.6% | $137,256-30.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.95% | 84.19%-61.2pp | 64.87%-41.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,276 | $4,972-54.2% | $4,294-47.0% | $4,156-45.2% |
| Participant deferral / active EE | $9,650 | $6,888+40.1% | $6,132+57.4% | $6,407+50.6% |
| Admin fee / account holder | $2,443 | $17,404-86.0% | $14,586-83.3% | $12,270-80.1% |