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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 | $83,125 | $174,379-52.3% | $152,093-45.3% | $138,895-40.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.44% | 74.86%-63.4pp | 66.36%-54.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $3,846 | $4,652-17.3% | $4,175-7.9% | $4,194-8.3% |
| Participant deferral / active EE | $7,007 | $6,159+13.8% | $5,451+28.5% | $6,396+9.5% |
| Admin fee / account holder | $3,694 | $16,880-78.1% | $14,497-74.5% | $12,562-70.6% |