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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 | $74,400 | $156,398-52.4% | $147,318-49.5% | $138,895-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.20% | 78.75%-51.6pp | 70.43%-43.2pp | 145.39%-118.2pp |
| Employer contribution / active EE | $5,245 | $4,853+8.1% | $4,593+14.2% | $4,194+25.1% |
| Participant deferral / active EE | $9,647 | $8,237+17.1% | $7,906+22.0% | $6,396+50.8% |
| Admin fee / account holder | $7,167 | $14,976-52.1% | $13,708-47.7% | $12,562-42.9% |