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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 | $80,972 | $162,136-50.1% | $152,301-46.8% | $154,746-47.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.36% | 91.02%-71.7pp | 80.50%-61.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,386 | $4,890-30.8% | $4,624-26.8% | $4,379-22.7% |
| Participant deferral / active EE | $9,693 | $8,341+16.2% | $8,004+21.1% | $6,730+44.0% |
| Admin fee / account holder | $13,759 | $15,759-12.7% | $14,398-4.4% | $14,365-4.2% |