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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 | $64,641 | $156,398-58.7% | $147,318-56.1% | $138,895-53.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.45% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,734 | $4,853-23.1% | $4,593-18.7% | $4,194-11.0% |
| Participant deferral / active EE | $10,557 | $8,237+28.2% | $7,906+33.5% | $6,396+65.1% |
| Admin fee / account holder | $1,041 | $14,976-93.1% | $13,708-92.4% | $12,562-91.7% |