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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 | $85,997 | $172,111-50.0% | $150,298-42.8% | $137,256-37.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.35% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,273 | $4,636-7.8% | $4,154+2.9% | $4,156+2.8% |
| Participant deferral / active EE | $5,501 | $6,166-10.8% | $5,453+0.9% | $6,407-14.1% |
| Admin fee / account holder | $601 | $16,471-96.4% | $14,116-95.7% | $12,270-95.1% |