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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 | $101,792 | $174,379-41.6% | $152,093-33.1% | $138,895-26.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.84% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,464 | $4,652-68.5% | $4,175-64.9% | $4,194-65.1% |
| Participant deferral / active EE | $10,926 | $6,159+77.4% | $5,451+100.4% | $6,396+70.8% |
| Admin fee / account holder | $1,814 | $16,880-89.3% | $14,497-87.5% | $12,562-85.6% |