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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 | $181,062-54.1% | $158,223-47.5% | $155,188-46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.44% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.4pp |
| Employer contribution / active EE | $3,846 | $4,565-15.7% | $4,109-6.4% | $4,248-9.5% |
| Participant deferral / active EE | $7,007 | $6,134+14.2% | $5,467+28.2% | $6,531+7.3% |
| Admin fee / account holder | $3,694 | $18,825-80.4% | $16,047-77.0% | $14,480-74.5% |