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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 | $82,034 | $181,062-54.7% | $158,223-48.2% | $155,188-47.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.43% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $5,520 | $4,565+20.9% | $4,109+34.3% | $4,248+29.9% |
| Participant deferral / active EE | $6,075 | $6,134-1.0% | $5,467+11.1% | $6,531-7.0% |
| Admin fee / account holder | $17,211 | $18,825-8.6% | $16,047+7.3% | $14,480+18.9% |