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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 | $89,520 | $172,111-48.0% | $150,298-40.4% | $137,256-34.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.95% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,233 | $4,636+12.9% | $4,154+26.0% | $4,156+25.9% |
| Participant deferral / active EE | $4,120 | $6,166-33.2% | $5,453-24.4% | $6,407-35.7% |
| Admin fee / account holder | $423 | $16,471-97.4% | $14,116-97.0% | $12,270-96.6% |