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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 | $83,032 | $174,379-52.4% | $152,093-45.4% | $138,895-40.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.34% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,626 | $4,652-43.6% | $4,175-37.1% | $4,194-37.4% |
| Participant deferral / active EE | $6,748 | $6,159+9.6% | $5,451+23.8% | $6,396+5.5% |
| Admin fee / account holder | $9,883 | $16,880-41.5% | $14,497-31.8% | $12,562-21.3% |