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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 | $78,003 | $154,228-49.4% | $145,433-46.4% | $137,256-43.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.21% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,883 | $4,804-40.0% | $4,554-36.7% | $4,156-30.6% |
| Participant deferral / active EE | $14,371 | $8,216+74.9% | $7,897+82.0% | $6,407+124.3% |
| Admin fee / account holder | $1,361 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |