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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 | $95,364 | $156,398-39.0% | $147,318-35.3% | $138,895-31.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.42% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,359 | $4,853-51.4% | $4,593-48.6% | $4,194-43.7% |
| Participant deferral / active EE | $16,616 | $8,237+101.7% | $7,906+110.2% | $6,396+159.8% |
| Admin fee / account holder | $549 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |