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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 | $50,788 | $156,398-67.5% | $147,318-65.5% | $138,895-63.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.74% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,531 | $4,853-6.6% | $4,593-1.3% | $4,194+8.0% |
| Participant deferral / active EE | $8,385 | $8,237+1.8% | $7,906+6.1% | $6,396+31.1% |
| Admin fee / account holder | $14,391 | $14,976-3.9% | $13,708+5.0% | $12,562+14.6% |