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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 | $92,506 | $154,228-40.0% | $145,433-36.4% | $137,256-32.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.11% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,450 | $4,804-69.8% | $4,554-68.2% | $4,156-65.1% |
| Participant deferral / active EE | $9,389 | $8,216+14.3% | $7,897+18.9% | $6,407+46.6% |
| Admin fee / account holder | $10,034 | $14,344-30.0% | $13,129-23.6% | $12,270-18.2% |