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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 | $78,472 | $174,379-55.0% | $152,093-48.4% | $138,895-43.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.61% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $4,766 | $4,652+2.4% | $4,175+14.2% | $4,194+13.6% |
| Participant deferral / active EE | $8,451 | $6,159+37.2% | $5,451+55.0% | $6,396+32.1% |
| Admin fee / account holder | $8,651 | $16,880-48.8% | $14,497-40.3% | $12,562-31.1% |