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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 | $84,144 | $154,228-45.4% | $145,433-42.1% | $137,256-38.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.01% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,657 | $4,804-23.9% | $4,554-19.7% | $4,156-12.0% |
| Participant deferral / active EE | $11,426 | $8,216+39.1% | $7,897+44.7% | $6,407+78.3% |
| Admin fee / account holder | $751 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |