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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 | $87,326 | $156,398-44.2% | $147,318-40.7% | $138,895-37.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.61% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,743 | $4,853-64.1% | $4,593-62.0% | $4,194-58.4% |
| Participant deferral / active EE | $4,980 | $8,237-39.5% | $7,906-37.0% | $6,396-22.1% |
| Admin fee / account holder | $1,310 | $14,976-91.3% | $13,708-90.4% | $12,562-89.6% |