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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 | $80,756 | $185,312-56.4% | $161,489-50.0% | $154,746-47.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.87% | 103.84%-83.0pp | 89.72%-68.8pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,765 | $4,769-63.0% | $4,268-58.7% | $4,379-59.7% |
| Participant deferral / active EE | $6,425 | $6,350+1.2% | $5,630+14.1% | $6,730-4.5% |
| Admin fee / account holder | $1,145 | $18,654-93.9% | $16,006-92.8% | $14,365-92.0% |