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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 | $81,551 | $174,379-53.2% | $152,093-46.4% | $138,895-41.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.75% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,216 | $4,652-73.9% | $4,175-70.9% | $4,194-71.0% |
| Participant deferral / active EE | $13,617 | $6,159+121.1% | $5,451+149.8% | $6,396+112.9% |
| Admin fee / account holder | $7,753 | $16,880-54.1% | $14,497-46.5% | $12,562-38.3% |