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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 | $36,105 | $156,398-76.9% | $147,318-75.5% | $138,895-74.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.60% | 78.75%-61.2pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $7,507 | $4,853+54.7% | $4,593+63.4% | $4,194+79.0% |
| Participant deferral / active EE | $6,127 | $8,237-25.6% | $7,906-22.5% | $6,396-4.2% |
| Admin fee / account holder | $1,675 | $14,976-88.8% | $13,708-87.8% | $12,562-86.7% |