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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 | $73,877 | $114,119-35.3% | $107,187-31.1% | $138,895-46.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.35% | 273.21%-254.9pp | 204.55%-186.2pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,476 | $4,059-14.4% | $3,782-8.1% | $4,194-17.1% |
| Participant deferral / active EE | $13,510 | $5,538+144.0% | $5,096+165.1% | $6,396+111.2% |
| Admin fee / account holder | $777 | $10,024-92.2% | $9,162-91.5% | $12,562-93.8% |