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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 | $37,452 | $156,398-76.1% | $147,318-74.6% | $138,895-73.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.93% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $4,942 | $4,853+1.8% | $4,593+7.6% | $4,194+17.8% |
| Participant deferral / active EE | $17,607 | $8,237+113.7% | $7,906+122.7% | $6,396+175.3% |
| Admin fee / account holder | $8,869 | $14,976-40.8% | $13,708-35.3% | $12,562-29.4% |