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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 | $103,108 | $156,398-34.1% | $147,318-30.0% | $138,895-25.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.68% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,195 | $4,853-34.2% | $4,593-30.4% | $4,194-23.8% |
| Participant deferral / active EE | $6,472 | $8,237-21.4% | $7,906-18.1% | $6,396+1.2% |
| Admin fee / account holder | $7,039 | $14,976-53.0% | $13,708-48.6% | $12,562-44.0% |