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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 | $89,163 | $156,398-43.0% | $147,318-39.5% | $138,895-35.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.52% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $6,056 | $4,853+24.8% | $4,593+31.9% | $4,194+44.4% |
| Participant deferral / active EE | $14,167 | $8,237+72.0% | $7,906+79.2% | $6,396+121.5% |
| Admin fee / account holder | $4,429 | $14,976-70.4% | $13,708-67.7% | $12,562-64.7% |