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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 | $84,697 | $172,111-50.8% | $150,298-43.6% | $137,256-38.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.46% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $5,194 | $4,636+12.0% | $4,154+25.0% | $4,156+25.0% |
| Participant deferral / active EE | $3,553 | $6,166-42.4% | $5,453-34.8% | $6,407-44.5% |
| Admin fee / account holder | $846 | $16,471-94.9% | $14,116-94.0% | $12,270-93.1% |