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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 | $43,528 | $156,398-72.2% | $147,318-70.5% | $138,895-68.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.50% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $3,016 | $4,853-37.9% | $4,593-34.3% | $4,194-28.1% |
| Participant deferral / active EE | $7,657 | $8,237-7.0% | $7,906-3.2% | $6,396+19.7% |
| Admin fee / account holder | $2,024 | $14,976-86.5% | $13,708-85.2% | $12,562-83.9% |