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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 | $66,520 | $114,119-41.7% | $107,187-37.9% | $138,895-52.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.02% | 273.21%-256.2pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $4,098 | $4,059+1.0% | $3,782+8.4% | $4,194-2.3% |
| Participant deferral / active EE | $7,386 | $5,538+33.4% | $5,096+44.9% | $6,396+15.5% |
| Admin fee / account holder | $692 | $10,024-93.1% | $9,162-92.4% | $12,562-94.5% |