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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 | $39,608 | $154,228-74.3% | $145,433-72.8% | $137,256-71.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,480 | $4,804+14.1% | $4,554+20.3% | $4,156+31.9% |
| Participant deferral / active EE | $7,828 | $8,216-4.7% | $7,897-0.9% | $6,407+22.2% |
| Admin fee / account holder | $1,852 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |