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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 | $92,317 | $154,228-40.1% | $145,433-36.5% | $137,256-32.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.58% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,482 | $4,804-69.2% | $4,554-67.5% | $4,156-64.3% |
| Participant deferral / active EE | $8,436 | $8,216+2.7% | $7,897+6.8% | $6,407+31.7% |
| Admin fee / account holder | $6,196 | $14,344-56.8% | $13,129-52.8% | $12,270-49.5% |