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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 | $83,963 | $154,228-45.6% | $145,433-42.3% | $137,256-38.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 41.70% | 74.59%-32.9pp | 66.58%-24.9pp | 220.34%-178.6pp |
| Employer contribution / active EE | $3,469 | $4,804-27.8% | $4,554-23.8% | $4,156-16.5% |
| Participant deferral / active EE | $15,989 | $8,216+94.6% | $7,897+102.5% | $6,407+149.6% |
| Admin fee / account holder | $9,183 | $14,344-36.0% | $13,129-30.1% | $12,270-25.2% |