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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 | $118,720 | $209,336-43.3% | $197,124-39.8% | $137,256-13.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.03% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,649 | $6,591-75.0% | $6,227-73.5% | $4,156-60.3% |
| Participant deferral / active EE | $10,206 | $9,614+6.2% | $9,135+11.7% | $6,407+59.3% |
| Admin fee / account holder | $1,110 | $17,308-93.6% | $16,298-93.2% | $12,270-91.0% |