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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 | $102,762 | $172,111-40.3% | $150,298-31.6% | $137,256-25.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.80% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,621 | $4,636-43.5% | $4,154-36.9% | $4,156-36.9% |
| Participant deferral / active EE | $10,640 | $6,166+72.6% | $5,453+95.1% | $6,407+66.1% |
| Admin fee / account holder | $1,215 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |