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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 | $38,445 | $156,398-75.4% | $147,318-73.9% | $138,895-72.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.14% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $5,324 | $4,853+9.7% | $4,593+15.9% | $4,194+26.9% |
| Participant deferral / active EE | $8,545 | $8,237+3.7% | $7,906+8.1% | $6,396+33.6% |
| Admin fee / account holder | $2,081 | $14,976-86.1% | $13,708-84.8% | $12,562-83.4% |