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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 | $156,398-46.2% | $147,318-42.9% | $138,895-39.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.01% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,657 | $4,853-24.7% | $4,593-20.4% | $4,194-12.8% |
| Participant deferral / active EE | $11,426 | $8,237+38.7% | $7,906+44.5% | $6,396+78.6% |
| Admin fee / account holder | $751 | $14,976-95.0% | $13,708-94.5% | $12,562-94.0% |