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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 | $73,819 | $181,062-59.2% | $158,223-53.3% | $155,188-52.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.56% | 57.39%-39.8pp | 52.09%-34.5pp | 148.84%-131.3pp |
| Employer contribution / active EE | $4,223 | $4,565-7.5% | $4,109+2.8% | $4,248-0.6% |
| Participant deferral / active EE | $8,178 | $6,134+33.3% | $5,467+49.6% | $6,531+25.2% |
| Admin fee / account holder | $2,199 | $18,825-88.3% | $16,047-86.3% | $14,480-84.8% |