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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 | $76,428 | $154,228-50.4% | $145,433-47.4% | $137,256-44.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.29% | 74.59%-36.3pp | 66.58%-28.3pp | 220.34%-182.1pp |
| Employer contribution / active EE | $5,302 | $4,804+10.4% | $4,554+16.4% | $4,156+27.6% |
| Participant deferral / active EE | $9,915 | $8,216+20.7% | $7,897+25.5% | $6,407+54.8% |
| Admin fee / account holder | $2,148 | $14,344-85.0% | $13,129-83.6% | $12,270-82.5% |