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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 | $59,760 | $154,228-61.3% | $145,433-58.9% | $137,256-56.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.44% | 74.59%-36.1pp | 66.58%-28.1pp | 220.34%-181.9pp |
| Employer contribution / active EE | $4,199 | $4,804-12.6% | $4,554-7.8% | $4,156+1.0% |
| Participant deferral / active EE | $11,742 | $8,216+42.9% | $7,897+48.7% | $6,407+83.3% |
| Admin fee / account holder | $4,081 | $14,344-71.5% | $13,129-68.9% | $12,270-66.7% |