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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 | $38,796 | $174,379-77.8% | $152,093-74.5% | $138,895-72.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.80% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $3,059 | $4,652-34.3% | $4,175-26.7% | $4,194-27.1% |
| Participant deferral / active EE | $5,344 | $6,159-13.2% | $5,451-2.0% | $6,396-16.5% |
| Admin fee / account holder | $2,282 | $16,880-86.5% | $14,497-84.3% | $12,562-81.8% |