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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 | $64,092 | $156,398-59.0% | $147,318-56.5% | $138,895-53.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.80% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,024 | $4,853-37.7% | $4,593-34.1% | $4,194-27.9% |
| Participant deferral / active EE | $4,484 | $8,237-45.6% | $7,906-43.3% | $6,396-29.9% |
| Admin fee / account holder | $12,431 | $14,976-17.0% | $13,708-9.3% | $12,562-1.0% |