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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 | $101,515 | $154,228-34.2% | $145,433-30.2% | $137,256-26.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.90% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,685 | $4,804+18.3% | $4,554+24.8% | $4,156+36.8% |
| Participant deferral / active EE | $16,021 | $8,216+95.0% | $7,897+102.9% | $6,407+150.1% |
| Admin fee / account holder | $2,800 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |