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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 | $28,709 | $154,228-81.4% | $145,433-80.3% | $137,256-79.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.05% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,257 | $4,804-53.0% | $4,554-50.5% | $4,156-45.7% |
| Participant deferral / active EE | $5,185 | $8,216-36.9% | $7,897-34.3% | $6,407-19.1% |
| Admin fee / account holder | $3,229 | $14,344-77.5% | $13,129-75.4% | $12,270-73.7% |