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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 | $82,825 | $156,398-47.0% | $147,318-43.8% | $138,895-40.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.75% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,376 | $4,853-9.8% | $4,593-4.7% | $4,194+4.3% |
| Participant deferral / active EE | $5,484 | $8,237-33.4% | $7,906-30.6% | $6,396-14.3% |
| Admin fee / account holder | $4,702 | $14,976-68.6% | $13,708-65.7% | $12,562-62.6% |