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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 | $84,666 | $174,379-51.4% | $152,093-44.3% | $138,895-39.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.67% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,926 | $4,652-58.6% | $4,175-53.9% | $4,194-54.1% |
| Participant deferral / active EE | $4,295 | $6,159-30.3% | $5,451-21.2% | $6,396-32.8% |
| Admin fee / account holder | $6,503 | $16,880-61.5% | $14,497-55.1% | $12,562-48.2% |