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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 | $95,477 | $154,228-38.1% | $145,433-34.3% | $137,256-30.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.91% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $4,456 | $4,804-7.2% | $4,554-2.2% | $4,156+7.2% |
| Participant deferral / active EE | $22,166 | $8,216+169.8% | $7,897+180.7% | $6,407+246.0% |
| Admin fee / account holder | $1,541 | $14,344-89.3% | $13,129-88.3% | $12,270-87.4% |