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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 | $44,160 | $174,379-74.7% | $152,093-71.0% | $138,895-68.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.83% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $5,935 | $4,652+27.6% | $4,175+42.2% | $4,194+41.5% |
| Participant deferral / active EE | $6,314 | $6,159+2.5% | $5,451+15.8% | $6,396-1.3% |
| Admin fee / account holder | $6,477 | $16,880-61.6% | $14,497-55.3% | $12,562-48.4% |