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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 | $118,872 | $156,398-24.0% | $147,318-19.3% | $138,895-14.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.75% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,710 | $4,853-64.8% | $4,593-62.8% | $4,194-59.2% |
| Participant deferral / active EE | $7,831 | $8,237-4.9% | $7,906-1.0% | $6,396+22.4% |
| Admin fee / account holder | $3,483 | $14,976-76.7% | $13,708-74.6% | $12,562-72.3% |