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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 | $104,596 | $156,398-33.1% | $147,318-29.0% | $138,895-24.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.94% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,899 | $4,853-40.3% | $4,593-36.9% | $4,194-30.9% |
| Participant deferral / active EE | $7,828 | $8,237-5.0% | $7,906-1.0% | $6,396+22.4% |
| Admin fee / account holder | $2,184 | $14,976-85.4% | $13,708-84.1% | $12,562-82.6% |