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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 | $87,856 | $154,228-43.0% | $145,433-39.6% | $137,256-36.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.93% | 74.59%-53.7pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $6,003 | $4,804+24.9% | $4,554+31.8% | $4,156+44.4% |
| Participant deferral / active EE | $13,431 | $8,216+63.5% | $7,897+70.1% | $6,407+109.6% |
| Admin fee / account holder | $1,088 | $14,344-92.4% | $13,129-91.7% | $12,270-91.1% |