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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 | $83,210 | $174,379-52.3% | $152,093-45.3% | $138,895-40.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.95% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,093 | $4,652-55.0% | $4,175-49.9% | $4,194-50.1% |
| Participant deferral / active EE | $5,766 | $6,159-6.4% | $5,451+5.8% | $6,396-9.9% |
| Admin fee / account holder | $25,980 | $16,880+53.9% | $14,497+79.2% | $12,562+106.8% |