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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 | $82,358 | $156,398-47.3% | $147,318-44.1% | $138,895-40.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.08% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $7,966 | $4,853+64.1% | $4,593+73.4% | $4,194+89.9% |
| Participant deferral / active EE | $18,464 | $8,237+124.1% | $7,906+133.5% | $6,396+188.7% |
| Admin fee / account holder | $7,889 | $14,976-47.3% | $13,708-42.4% | $12,562-37.2% |