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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 | $86,848 | $156,398-44.5% | $147,318-41.0% | $138,895-37.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.78% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $5,183 | $4,853+6.8% | $4,593+12.8% | $4,194+23.6% |
| Participant deferral / active EE | $10,545 | $8,237+28.0% | $7,906+33.4% | $6,396+64.9% |
| Admin fee / account holder | $2,034 | $14,976-86.4% | $13,708-85.2% | $12,562-83.8% |