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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 | $89,496 | $156,398-42.8% | $147,318-39.3% | $138,895-35.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.66% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $4,776 | $4,853-1.6% | $4,593+4.0% | $4,194+13.9% |
| Participant deferral / active EE | $13,966 | $8,237+69.5% | $7,906+76.6% | $6,396+118.3% |
| Admin fee / account holder | $1,302 | $14,976-91.3% | $13,708-90.5% | $12,562-89.6% |