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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 | $97,367 | $162,136-39.9% | $152,301-36.1% | $154,746-37.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.49% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,713 | $4,890-24.1% | $4,624-19.7% | $4,379-15.2% |
| Participant deferral / active EE | $8,568 | $8,341+2.7% | $8,004+7.1% | $6,730+27.3% |
| Admin fee / account holder | $8,508 | $15,759-46.0% | $14,398-40.9% | $14,365-40.8% |