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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 | $94,427 | $154,228-38.8% | $145,433-35.1% | $137,256-31.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.94% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $6,706 | $4,804+39.6% | $4,554+47.2% | $4,156+61.3% |
| Participant deferral / active EE | $3,634 | $8,216-55.8% | $7,897-54.0% | $6,407-43.3% |
| Admin fee / account holder | $764 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |