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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 | $91,208 | $156,398-41.7% | $147,318-38.1% | $138,895-34.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.53% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,952 | $4,853-39.2% | $4,593-35.7% | $4,194-29.6% |
| Participant deferral / active EE | $7,262 | $8,237-11.8% | $7,906-8.1% | $6,396+13.5% |
| Admin fee / account holder | $553 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |