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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 | $89,888 | $156,398-42.5% | $147,318-39.0% | $138,895-35.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.56% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.8pp |
| Employer contribution / active EE | $4,294 | $4,853-11.5% | $4,593-6.5% | $4,194+2.4% |
| Participant deferral / active EE | $14,453 | $8,237+75.5% | $7,906+82.8% | $6,396+126.0% |
| Admin fee / account holder | $5,916 | $14,976-60.5% | $13,708-56.8% | $12,562-52.9% |