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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 | $44,774 | $181,062-75.3% | $158,223-71.7% | $155,188-71.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.01% | 57.39%-38.4pp | 52.09%-33.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $3,114 | $4,565-31.8% | $4,109-24.2% | $4,248-26.7% |
| Participant deferral / active EE | $10,221 | $6,134+66.6% | $5,467+87.0% | $6,531+56.5% |
| Admin fee / account holder | $833 | $18,825-95.6% | $16,047-94.8% | $14,480-94.2% |