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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 | $76,410 | $154,228-50.5% | $145,433-47.5% | $137,256-44.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,065 | $4,804+5.4% | $4,554+11.2% | $4,156+21.9% |
| Participant deferral / active EE | $10,499 | $8,216+27.8% | $7,897+32.9% | $6,407+63.9% |
| Admin fee / account holder | $8,926 | $14,344-37.8% | $13,129-32.0% | $12,270-27.3% |