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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 | $38,385 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $7,326 | $4,804+52.5% | $4,554+60.9% | $4,156+76.3% |
| Participant deferral / active EE | $15,471 | $8,216+88.3% | $7,897+95.9% | $6,407+141.5% |
| Admin fee / account holder | $2,446 | $14,344-82.9% | $13,129-81.4% | $12,270-80.1% |