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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 | $37,720 | $154,228-75.5% | $145,433-74.1% | $137,256-72.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.38% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,918 | $4,804-18.5% | $4,554-14.0% | $4,156-5.7% |
| Participant deferral / active EE | $8,915 | $8,216+8.5% | $7,897+12.9% | $6,407+39.1% |
| Admin fee / account holder | $5,782 | $14,344-59.7% | $13,129-56.0% | $12,270-52.9% |