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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 | $93,593 | $154,228-39.3% | $145,433-35.6% | $137,256-31.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.13% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,745 | $4,804+19.6% | $4,554+26.1% | $4,156+38.2% |
| Participant deferral / active EE | $12,545 | $8,216+52.7% | $7,897+58.9% | $6,407+95.8% |
| Admin fee / account holder | $2,925 | $14,344-79.6% | $13,129-77.7% | $12,270-76.2% |