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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 | $81,681 | $154,228-47.0% | $145,433-43.8% | $137,256-40.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.33% | 74.59%-58.3pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,456 | $4,804-48.9% | $4,554-46.1% | $4,156-40.9% |
| Participant deferral / active EE | $7,775 | $8,216-5.4% | $7,897-1.6% | $6,407+21.3% |
| Admin fee / account holder | $10,898 | $14,344-24.0% | $13,129-17.0% | $12,270-11.2% |