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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 | $84,171 | $178,174-52.8% | $156,181-46.1% | $137,256-38.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.09% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,237 | $4,972-75.1% | $4,294-71.2% | $4,156-70.2% |
| Participant deferral / active EE | $20,388 | $6,888+196.0% | $6,132+232.5% | $6,407+218.2% |
| Admin fee / account holder | $6,535 | $17,404-62.5% | $14,586-55.2% | $12,270-46.7% |