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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 | $87,011 | $172,111-49.4% | $150,298-42.1% | $137,256-36.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.60% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,659 | $4,636-21.1% | $4,154-11.9% | $4,156-12.0% |
| Participant deferral / active EE | $13,779 | $6,166+123.5% | $5,453+152.7% | $6,407+115.1% |
| Admin fee / account holder | $930 | $16,471-94.4% | $14,116-93.4% | $12,270-92.4% |