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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 | $90,676 | $102,609-11.6% | $98,090-7.6% | $138,895-34.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.58% | 36.44%-14.9pp | 37.05%-15.5pp | 145.39%-123.8pp |
| Employer contribution / active EE | $3,536 | $3,867-8.6% | $3,606-1.9% | $4,194-15.7% |
| Participant deferral / active EE | $23,854 | $8,167+192.1% | $7,845+204.1% | $6,396+272.9% |
| Admin fee / account holder | $14,569 | $11,434+27.4% | $11,815+23.3% | $12,562+16.0% |