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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 | $85,186 | $154,228-44.8% | $145,433-41.4% | $137,256-37.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.48% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,098 | $4,804-35.5% | $4,554-32.0% | $4,156-25.5% |
| Participant deferral / active EE | $15,771 | $8,216+91.9% | $7,897+99.7% | $6,407+146.2% |
| Admin fee / account holder | $564 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |