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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 | $156,398-44.3% | $147,318-40.8% | $138,895-37.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.20% | 78.75%-62.6pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $3,801 | $4,853-21.7% | $4,593-17.2% | $4,194-9.4% |
| Participant deferral / active EE | $10,615 | $8,237+28.9% | $7,906+34.3% | $6,396+66.0% |
| Admin fee / account holder | $1,188 | $14,976-92.1% | $13,708-91.3% | $12,562-90.5% |