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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 | $87,734 | $154,228-43.1% | $145,433-39.7% | $137,256-36.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,735 | $4,804-22.3% | $4,554-18.0% | $4,156-10.1% |
| Participant deferral / active EE | $13,764 | $8,216+67.5% | $7,897+74.3% | $6,407+114.8% |
| Admin fee / account holder | $3,325 | $14,344-76.8% | $13,129-74.7% | $12,270-72.9% |