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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 | $42,713 | $172,111-75.2% | $150,298-71.6% | $137,256-68.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.63% | 69.37%-51.7pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,495 | $4,636-67.8% | $4,154-64.0% | $4,156-64.0% |
| Participant deferral / active EE | $6,617 | $6,166+7.3% | $5,453+21.4% | $6,407+3.3% |
| Admin fee / account holder | $3,792 | $16,471-77.0% | $14,116-73.1% | $12,270-69.1% |