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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 | $98,494 | $174,379-43.5% | $152,093-35.2% | $138,895-29.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.37% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,120 | $4,652-32.9% | $4,175-25.3% | $4,194-25.6% |
| Participant deferral / active EE | $22,267 | $6,159+261.5% | $5,451+308.5% | $6,396+248.1% |
| Admin fee / account holder | $1,119 | $16,880-93.4% | $14,497-92.3% | $12,562-91.1% |