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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 | $85,407 | $162,136-47.3% | $152,301-43.9% | $154,746-44.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.90% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,133 | $4,890-15.5% | $4,624-10.6% | $4,379-5.6% |
| Participant deferral / active EE | $10,598 | $8,341+27.1% | $8,004+32.4% | $6,730+57.5% |
| Admin fee / account holder | $1,379 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |