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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 | $33,434 | $154,228-78.3% | $145,433-77.0% | $137,256-75.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.74% | 74.59%-53.9pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $7,267 | $4,804+51.3% | $4,554+59.6% | $4,156+74.9% |
| Participant deferral / active EE | $7,233 | $8,216-12.0% | $7,897-8.4% | $6,407+12.9% |
| Admin fee / account holder | $362 | $14,344-97.5% | $13,129-97.2% | $12,270-97.0% |