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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 | $38,551 | $154,228-75.0% | $145,433-73.5% | $137,256-71.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,639 | $4,804-65.9% | $4,554-64.0% | $4,156-60.6% |
| Participant deferral / active EE | $5,022 | $8,216-38.9% | $7,897-36.4% | $6,407-21.6% |
| Admin fee / account holder | $910 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |