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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 | $25,357 | $156,398-83.8% | $147,318-82.8% | $138,895-81.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 215.04% | 78.75%+136.3pp | 70.43%+144.6pp | 145.39%+69.6pp |
| Employer contribution / active EE | $2,934 | $4,853-39.6% | $4,593-36.1% | $4,194-30.1% |
| Participant deferral / active EE | $4,905 | $8,237-40.4% | $7,906-38.0% | $6,396-23.3% |
| Admin fee / account holder | $2,911 | $14,976-80.6% | $13,708-78.8% | $12,562-76.8% |