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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 | $52,534 | $156,398-66.4% | $147,318-64.3% | $138,895-62.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 36.51% | 78.75%-42.2pp | 70.43%-33.9pp | 145.39%-108.9pp |
| Employer contribution / active EE | $2,522 | $4,853-48.0% | $4,593-45.1% | $4,194-39.9% |
| Participant deferral / active EE | $12,754 | $8,237+54.8% | $7,906+61.3% | $6,396+99.4% |
| Admin fee / account holder | $7,098 | $14,976-52.6% | $13,708-48.2% | $12,562-43.5% |