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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 | $97,697 | $174,379-44.0% | $152,093-35.8% | $138,895-29.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.72% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $4,198 | $4,652-9.8% | $4,175+0.6% | $4,194+0.1% |
| Participant deferral / active EE | $4,872 | $6,159-20.9% | $5,451-10.6% | $6,396-23.8% |
| Admin fee / account holder | $4,133 | $16,880-75.5% | $14,497-71.5% | $12,562-67.1% |