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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 | $86,203 | $154,228-44.1% | $145,433-40.7% | $137,256-37.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.04% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,405 | $4,804-49.9% | $4,554-47.2% | $4,156-42.1% |
| Participant deferral / active EE | $8,741 | $8,216+6.4% | $7,897+10.7% | $6,407+36.4% |
| Admin fee / account holder | $18,024 | $14,344+25.7% | $13,129+37.3% | $12,270+46.9% |