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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 | $79,809 | $156,398-49.0% | $147,318-45.8% | $138,895-42.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.05% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,433 | $4,853-49.9% | $4,593-47.0% | $4,194-42.0% |
| Participant deferral / active EE | $8,162 | $8,237-0.9% | $7,906+3.2% | $6,396+27.6% |
| Admin fee / account holder | $11,245 | $14,976-24.9% | $13,708-18.0% | $12,562-10.5% |