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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 | $82,189 | $172,111-52.2% | $150,298-45.3% | $137,256-40.1% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 17.65% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,464 | $4,636-3.7% | $4,154+7.5% | $4,156+7.4% |
| Participant deferral / active EE | $4,801 | $6,166-22.1% | $5,453-12.0% | $6,407-25.1% |
| Admin fee / account holder | $356 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |