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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 | $100,024 | $154,228-35.1% | $145,433-31.2% | $137,256-27.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.46% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,204 | $4,804-54.1% | $4,554-51.6% | $4,156-47.0% |
| Participant deferral / active EE | $7,269 | $8,216-11.5% | $7,897-8.0% | $6,407+13.5% |
| Admin fee / account holder | $5,481 | $14,344-61.8% | $13,129-58.3% | $12,270-55.3% |