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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 | $86,681 | $178,174-51.4% | $156,181-44.5% | $137,256-36.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.41% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,913 | $4,972-41.4% | $4,294-32.2% | $4,156-29.9% |
| Participant deferral / active EE | $12,617 | $6,888+83.2% | $6,132+105.8% | $6,407+96.9% |
| Admin fee / account holder | $5,300 | $17,404-69.5% | $14,586-63.7% | $12,270-56.8% |