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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 | $68,956 | $156,398-55.9% | $147,318-53.2% | $138,895-50.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.22% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,407 | $4,853-50.4% | $4,593-47.6% | $4,194-42.6% |
| Participant deferral / active EE | $6,519 | $8,237-20.9% | $7,906-17.5% | $6,396+1.9% |
| Admin fee / account holder | $7,981 | $14,976-46.7% | $13,708-41.8% | $12,562-36.5% |