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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 | $49,744 | $154,228-67.7% | $145,433-65.8% | $137,256-63.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.23% | 74.59%-58.4pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,298 | $4,804+10.3% | $4,554+16.3% | $4,156+27.5% |
| Participant deferral / active EE | $7,464 | $8,216-9.2% | $7,897-5.5% | $6,407+16.5% |
| Admin fee / account holder | $2,543 | $14,344-82.3% | $13,129-80.6% | $12,270-79.3% |