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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 | $95,541 | $154,228-38.1% | $145,433-34.3% | $137,256-30.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 76.14% | 74.59%+1.6pp | 66.58%+9.6pp | 220.34%-144.2pp |
| Employer contribution / active EE | $2,721 | $4,804-43.4% | $4,554-40.3% | $4,156-34.5% |
| Participant deferral / active EE | $7,893 | $8,216-3.9% | $7,897-0.1% | $6,407+23.2% |
| Admin fee / account holder | $1,048 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |