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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 | $104,312 | $162,136-35.7% | $152,301-31.5% | $154,746-32.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.57% | 91.02%-69.5pp | 80.50%-58.9pp | 172.34%-150.8pp |
| Employer contribution / active EE | $3,663 | $4,890-25.1% | $4,624-20.8% | $4,379-16.4% |
| Participant deferral / active EE | $11,571 | $8,341+38.7% | $8,004+44.6% | $6,730+71.9% |
| Admin fee / account holder | $11,903 | $15,759-24.5% | $14,398-17.3% | $14,365-17.1% |