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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 | $84,533 | $154,228-45.2% | $145,433-41.9% | $137,256-38.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.81% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,234 | $4,804-11.9% | $4,554-7.0% | $4,156+1.9% |
| Participant deferral / active EE | $8,332 | $8,216+1.4% | $7,897+5.5% | $6,407+30.0% |
| Admin fee / account holder | $3,317 | $14,344-76.9% | $13,129-74.7% | $12,270-73.0% |