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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 | $72,726 | $154,228-52.8% | $145,433-50.0% | $137,256-47.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.74% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,799 | $4,804+20.7% | $4,554+27.3% | $4,156+39.5% |
| Participant deferral / active EE | $4,410 | $8,216-46.3% | $7,897-44.2% | $6,407-31.2% |
| Admin fee / account holder | $1,927 | $14,344-86.6% | $13,129-85.3% | $12,270-84.3% |