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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 | $75,170 | $156,398-51.9% | $147,318-49.0% | $138,895-45.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.50% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $4,115 | $4,853-15.2% | $4,593-10.4% | $4,194-1.9% |
| Participant deferral / active EE | $3,895 | $8,237-52.7% | $7,906-50.7% | $6,396-39.1% |
| Admin fee / account holder | $2,760 | $14,976-81.6% | $13,708-79.9% | $12,562-78.0% |