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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 | $25,485 | $154,228-83.5% | $145,433-82.5% | $137,256-81.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.49% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,283 | $4,804-73.3% | $4,554-71.8% | $4,156-69.1% |
| Participant deferral / active EE | $7,846 | $8,216-4.5% | $7,897-0.7% | $6,407+22.5% |
| Admin fee / account holder | $3,777 | $14,344-73.7% | $13,129-71.2% | $12,270-69.2% |