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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 | $84,980 | $156,398-45.7% | $147,318-42.3% | $138,895-38.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.12% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,088 | $4,853-36.4% | $4,593-32.8% | $4,194-26.4% |
| Participant deferral / active EE | $8,766 | $8,237+6.4% | $7,906+10.9% | $6,396+37.0% |
| Admin fee / account holder | $667 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |