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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 | $78,676 | $174,379-54.9% | $152,093-48.3% | $138,895-43.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.03% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,778 | $4,652-61.8% | $4,175-57.4% | $4,194-57.6% |
| Participant deferral / active EE | $3,046 | $6,159-50.5% | $5,451-44.1% | $6,396-52.4% |
| Admin fee / account holder | $5,335 | $16,880-68.4% | $14,497-63.2% | $12,562-57.5% |