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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 | $74,058 | $154,228-52.0% | $145,433-49.1% | $137,256-46.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,914 | $4,804-39.3% | $4,554-36.0% | $4,156-29.9% |
| Participant deferral / active EE | $3,428 | $8,216-58.3% | $7,897-56.6% | $6,407-46.5% |
| Admin fee / account holder | $4,067 | $14,344-71.6% | $13,129-69.0% | $12,270-66.9% |