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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 | $97,737 | $154,228-36.6% | $145,433-32.8% | $137,256-28.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.64% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,817 | $4,804-41.4% | $4,554-38.1% | $4,156-32.2% |
| Participant deferral / active EE | $6,146 | $8,216-25.2% | $7,897-22.2% | $6,407-4.1% |
| Admin fee / account holder | $21,913 | $14,344+52.8% | $13,129+66.9% | $12,270+78.6% |