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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 | $36,357 | $228,317-84.1% | $185,808-80.4% | $158,931-77.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.71% | 40.81%-34.1pp | 35.95%-29.2pp | 302.86%-296.2pp |
| Employer contribution / active EE | $4,496 | $4,964-9.4% | $4,086+10.0% | $4,761-5.6% |
| Participant deferral / active EE | $8,804 | $6,415+37.2% | $5,632+56.3% | $5,982+47.2% |
| Admin fee / account holder | $1,735 | $11,865-85.4% | $9,501-81.7% | $11,247-84.6% |