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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 | $81,667 | $156,398-47.8% | $147,318-44.6% | $138,895-41.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.87% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.5pp |
| Employer contribution / active EE | $3,822 | $4,853-21.3% | $4,593-16.8% | $4,194-8.9% |
| Participant deferral / active EE | $12,906 | $8,237+56.7% | $7,906+63.2% | $6,396+101.8% |
| Admin fee / account holder | $1,594 | $14,976-89.4% | $13,708-88.4% | $12,562-87.3% |