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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 | $49,404 | $174,379-71.7% | $152,093-67.5% | $138,895-64.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.58% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $3,914 | $4,652-15.9% | $4,175-6.3% | $4,194-6.7% |
| Participant deferral / active EE | $6,842 | $6,159+11.1% | $5,451+25.5% | $6,396+7.0% |
| Admin fee / account holder | $4,771 | $16,880-71.7% | $14,497-67.1% | $12,562-62.0% |