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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 | $100,995 | $154,228-34.5% | $145,433-30.6% | $137,256-26.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.96% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,877 | $4,804-19.3% | $4,554-14.9% | $4,156-6.7% |
| Participant deferral / active EE | $12,964 | $8,216+57.8% | $7,897+64.2% | $6,407+102.3% |
| Admin fee / account holder | $1,810 | $14,344-87.4% | $13,129-86.2% | $12,270-85.2% |