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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 | $66,919 | $154,228-56.6% | $145,433-54.0% | $137,256-51.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.13% | 74.59%-56.5pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,273 | $4,804-31.9% | $4,554-28.1% | $4,156-21.2% |
| Participant deferral / active EE | $7,993 | $8,216-2.7% | $7,897+1.2% | $6,407+24.8% |
| Admin fee / account holder | $3,107 | $14,344-78.3% | $13,129-76.3% | $12,270-74.7% |