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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 | $103,014 | $172,111-40.1% | $150,298-31.5% | $137,256-24.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.70% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,949 | $4,636-36.4% | $4,154-29.0% | $4,156-29.0% |
| Participant deferral / active EE | $7,138 | $6,166+15.8% | $5,453+30.9% | $6,407+11.4% |
| Admin fee / account holder | $355 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |