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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 | $39,841 | $154,228-74.2% | $145,433-72.6% | $137,256-71.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.27% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,022 | $4,804-78.7% | $4,554-77.6% | $4,156-75.4% |
| Participant deferral / active EE | $5,017 | $8,216-38.9% | $7,897-36.5% | $6,407-21.7% |
| Admin fee / account holder | $1,163 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |