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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 | $84,836 | $154,228-45.0% | $145,433-41.7% | $137,256-38.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.67% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $9,098 | $4,804+89.4% | $4,554+99.8% | $4,156+118.9% |
| Participant deferral / active EE | $12,516 | $8,216+52.3% | $7,897+58.5% | $6,407+95.4% |
| Admin fee / account holder | $2,787 | $14,344-80.6% | $13,129-78.8% | $12,270-77.3% |