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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 | $64,916 | $156,398-58.5% | $147,318-55.9% | $138,895-53.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.95% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,915 | $4,853-39.9% | $4,593-36.5% | $4,194-30.5% |
| Participant deferral / active EE | $5,561 | $8,237-32.5% | $7,906-29.7% | $6,396-13.1% |
| Admin fee / account holder | $15,291 | $14,976+2.1% | $13,708+11.6% | $12,562+21.7% |