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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 | $113,238 | $172,111-34.2% | $150,298-24.7% | $137,256-17.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 32.68% | 69.37%-36.7pp | 62.79%-30.1pp | 220.34%-187.7pp |
| Employer contribution / active EE | $4,864 | $4,636+4.9% | $4,154+17.1% | $4,156+17.0% |
| Participant deferral / active EE | $10,420 | $6,166+69.0% | $5,453+91.1% | $6,407+62.6% |
| Admin fee / account holder | $2,021 | $16,471-87.7% | $14,116-85.7% | $12,270-83.5% |