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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 | $44,546 | $154,228-71.1% | $145,433-69.4% | $137,256-67.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.50% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $6,533 | $4,804+36.0% | $4,554+43.5% | $4,156+57.2% |
| Participant deferral / active EE | $13,179 | $8,216+60.4% | $7,897+66.9% | $6,407+105.7% |
| Admin fee / account holder | $6,898 | $14,344-51.9% | $13,129-47.5% | $12,270-43.8% |