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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 | $79,661 | $154,228-48.3% | $145,433-45.2% | $137,256-42.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.77% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,834 | $4,804+42.2% | $4,554+50.0% | $4,156+64.4% |
| Participant deferral / active EE | $19,353 | $8,216+135.5% | $7,897+145.1% | $6,407+202.1% |
| Admin fee / account holder | $10,398 | $14,344-27.5% | $13,129-20.8% | $12,270-15.3% |