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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 | $75,968 | $154,228-50.7% | $145,433-47.8% | $137,256-44.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.04% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,597 | $4,804-45.9% | $4,554-43.0% | $4,156-37.5% |
| Participant deferral / active EE | $7,986 | $8,216-2.8% | $7,897+1.1% | $6,407+24.6% |
| Admin fee / account holder | $2,046 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |