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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 | $84,249 | $174,379-51.7% | $152,093-44.6% | $138,895-39.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.88% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $4,301 | $4,652-7.5% | $4,175+3.0% | $4,194+2.6% |
| Participant deferral / active EE | $7,569 | $6,159+22.9% | $5,451+38.8% | $6,396+18.3% |
| Admin fee / account holder | $1,788 | $16,880-89.4% | $14,497-87.7% | $12,562-85.8% |