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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 | $77,245 | $172,111-55.1% | $150,298-48.6% | $137,256-43.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.24% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,543 | $4,636+19.5% | $4,154+33.4% | $4,156+33.4% |
| Participant deferral / active EE | $5,012 | $6,166-18.7% | $5,453-8.1% | $6,407-21.8% |
| Admin fee / account holder | $2,885 | $16,471-82.5% | $14,116-79.6% | $12,270-76.5% |