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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 | $31,890 | $156,398-79.6% | $147,318-78.4% | $138,895-77.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.65% | 78.75%-53.1pp | 70.43%-44.8pp | 145.39%-119.7pp |
| Employer contribution / active EE | $5,449 | $4,853+12.3% | $4,593+18.6% | $4,194+29.9% |
| Participant deferral / active EE | $12,457 | $8,237+51.2% | $7,906+57.6% | $6,396+94.7% |
| Admin fee / account holder | $6,165 | $14,976-58.8% | $13,708-55.0% | $12,562-50.9% |