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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 | $92,104 | $156,398-41.1% | $147,318-37.5% | $138,895-33.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.52% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,359 | $4,853-51.4% | $4,593-48.6% | $4,194-43.8% |
| Participant deferral / active EE | $10,367 | $8,237+25.8% | $7,906+31.1% | $6,396+62.1% |
| Admin fee / account holder | $1,621 | $14,976-89.2% | $13,708-88.2% | $12,562-87.1% |