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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 | $81,069 | $174,379-53.5% | $152,093-46.7% | $138,895-41.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.76% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,413 | $4,652-26.6% | $4,175-18.2% | $4,194-18.6% |
| Participant deferral / active EE | $6,957 | $6,159+13.0% | $5,451+27.6% | $6,396+8.8% |
| Admin fee / account holder | $1,384 | $16,880-91.8% | $14,497-90.5% | $12,562-89.0% |