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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 | $34,852 | $154,228-77.4% | $145,433-76.0% | $137,256-74.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.48% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $4,741 | $4,804-1.3% | $4,554+4.1% | $4,156+14.1% |
| Participant deferral / active EE | $11,986 | $8,216+45.9% | $7,897+51.8% | $6,407+87.1% |
| Admin fee / account holder | $871 | $14,344-93.9% | $13,129-93.4% | $12,270-92.9% |