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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 | $40,102 | $212,386-81.1% | $199,883-79.9% | $138,895-71.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.80% | 47.75%-24.9pp | 43.81%-21.0pp | 145.39%-122.6pp |
| Employer contribution / active EE | $3,851 | $6,625-41.9% | $6,261-38.5% | $4,194-8.2% |
| Participant deferral / active EE | $6,190 | $9,617-35.6% | $9,138-32.3% | $6,396-3.2% |
| Admin fee / account holder | $995 | $18,233-94.5% | $17,268-94.2% | $12,562-92.1% |