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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 | $101,080 | $154,228-34.5% | $145,433-30.5% | $137,256-26.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.07% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,858 | $4,804-19.7% | $4,554-15.3% | $4,156-7.2% |
| Participant deferral / active EE | $9,160 | $8,216+11.5% | $7,897+16.0% | $6,407+43.0% |
| Admin fee / account holder | $1,538 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |