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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 | $96,301 | $156,398-38.4% | $147,318-34.6% | $138,895-30.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.73% | 78.75%-55.0pp | 70.43%-46.7pp | 145.39%-121.7pp |
| Employer contribution / active EE | $11,543 | $4,853+137.8% | $4,593+151.3% | $4,194+175.2% |
| Participant deferral / active EE | $6,135 | $8,237-25.5% | $7,906-22.4% | $6,396-4.1% |
| Admin fee / account holder | $2,227 | $14,976-85.1% | $13,708-83.8% | $12,562-82.3% |