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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 | $72,117 | $172,111-58.1% | $150,298-52.0% | $137,256-47.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.17% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,663 | $4,636-21.0% | $4,154-11.8% | $4,156-11.9% |
| Participant deferral / active EE | $11,270 | $6,166+82.8% | $5,453+106.7% | $6,407+75.9% |
| Admin fee / account holder | $1,318 | $16,471-92.0% | $14,116-90.7% | $12,270-89.3% |