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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 | $87,183 | $154,228-43.5% | $145,433-40.1% | $137,256-36.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.20% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,801 | $4,804-20.9% | $4,554-16.6% | $4,156-8.5% |
| Participant deferral / active EE | $10,615 | $8,216+29.2% | $7,897+34.4% | $6,407+65.7% |
| Admin fee / account holder | $1,188 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |