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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 | $38,285 | $156,398-75.5% | $147,318-74.0% | $138,895-72.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.09% | 78.75%-60.7pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $4,451 | $4,853-8.3% | $4,593-3.1% | $4,194+6.1% |
| Participant deferral / active EE | $6,419 | $8,237-22.1% | $7,906-18.8% | $6,396+0.3% |
| Admin fee / account holder | $948 | $14,976-93.7% | $13,708-93.1% | $12,562-92.5% |