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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 | $125,125 | $181,062-30.9% | $158,223-20.9% | $155,188-19.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 28.53% | 57.39%-28.9pp | 52.09%-23.6pp | 148.84%-120.3pp |
| Employer contribution / active EE | $1,804 | $4,565-60.5% | $4,109-56.1% | $4,248-57.5% |
| Participant deferral / active EE | $6,889 | $6,134+12.3% | $5,467+26.0% | $6,531+5.5% |
| Admin fee / account holder | $26,787 | $18,825+42.3% | $16,047+66.9% | $14,480+85.0% |