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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 | $41,673 | $162,136-74.3% | $152,301-72.6% | $154,746-73.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.15% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,778 | $4,890-43.2% | $4,624-39.9% | $4,379-36.6% |
| Participant deferral / active EE | $3,444 | $8,341-58.7% | $8,004-57.0% | $6,730-48.8% |
| Admin fee / account holder | $2,852 | $15,759-81.9% | $14,398-80.2% | $14,365-80.1% |