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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 | $96,432 | $178,174-45.9% | $156,181-38.3% | $137,256-29.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.48% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,252 | $4,972-54.7% | $4,294-47.6% | $4,156-45.8% |
| Participant deferral / active EE | $7,455 | $6,888+8.2% | $6,132+21.6% | $6,407+16.4% |
| Admin fee / account holder | $1,305 | $17,404-92.5% | $14,586-91.1% | $12,270-89.4% |