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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 | $82,486 | $154,228-46.5% | $145,433-43.3% | $137,256-39.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.32% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $6,942 | $4,804+44.5% | $4,554+52.4% | $4,156+67.0% |
| Participant deferral / active EE | $24,473 | $8,216+197.9% | $7,897+209.9% | $6,407+282.0% |
| Admin fee / account holder | $8,297 | $14,344-42.2% | $13,129-36.8% | $12,270-32.4% |