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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 | $74,181 | $154,228-51.9% | $145,433-49.0% | $137,256-46.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.66% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,931 | $4,804-18.2% | $4,554-13.7% | $4,156-5.4% |
| Participant deferral / active EE | $4,692 | $8,216-42.9% | $7,897-40.6% | $6,407-26.8% |
| Admin fee / account holder | $9,519 | $14,344-33.6% | $13,129-27.5% | $12,270-22.4% |