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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 | $174,379-57.7% | $152,093-51.5% | $138,895-46.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.56% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $4,223 | $4,652-9.2% | $4,175+1.2% | $4,194+0.7% |
| Participant deferral / active EE | $8,178 | $6,159+32.8% | $5,451+50.0% | $6,396+27.8% |
| Admin fee / account holder | $2,199 | $16,880-87.0% | $14,497-84.8% | $12,562-82.5% |