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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 | $37,636 | $102,609-63.3% | $98,090-61.6% | $138,895-72.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 62.74% | 36.44%+26.3pp | 37.05%+25.7pp | 145.39%-82.7pp |
| Employer contribution / active EE | $4,121 | $3,867+6.6% | $3,606+14.3% | $4,194-1.7% |
| Participant deferral / active EE | $8,925 | $8,167+9.3% | $7,845+13.8% | $6,396+39.5% |
| Admin fee / account holder | $4,075 | $11,434-64.4% | $11,815-65.5% | $12,562-67.6% |