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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 | $156,398-35.4% | $147,318-31.4% | $138,895-27.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.07% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,858 | $4,853-20.5% | $4,593-16.0% | $4,194-8.0% |
| Participant deferral / active EE | $9,160 | $8,237+11.2% | $7,906+15.9% | $6,396+43.2% |
| Admin fee / account holder | $1,538 | $14,976-89.7% | $13,708-88.8% | $12,562-87.8% |