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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 | $47,461 | $178,174-73.4% | $156,181-69.6% | $137,256-65.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 24.12% | 84.19%-60.1pp | 64.87%-40.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $4,106 | $4,972-17.4% | $4,294-4.4% | $4,156-1.2% |
| Participant deferral / active EE | $7,722 | $6,888+12.1% | $6,132+25.9% | $6,407+20.5% |
| Admin fee / account holder | $2,650 | $17,404-84.8% | $14,586-81.8% | $12,270-78.4% |