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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 | $74,518 | $154,228-51.7% | $145,433-48.8% | $137,256-45.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.18% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,433 | $4,804-28.5% | $4,554-24.6% | $4,156-17.4% |
| Participant deferral / active EE | $9,774 | $8,216+19.0% | $7,897+23.8% | $6,407+52.6% |
| Admin fee / account holder | $9,390 | $14,344-34.5% | $13,129-28.5% | $12,270-23.5% |