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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 | $40,749 | $154,228-73.6% | $145,433-72.0% | $137,256-70.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.73% | 74.59%-55.9pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,288 | $4,804-52.4% | $4,554-49.8% | $4,156-44.9% |
| Participant deferral / active EE | $4,082 | $8,216-50.3% | $7,897-48.3% | $6,407-36.3% |
| Admin fee / account holder | $1,111 | $14,344-92.3% | $13,129-91.5% | $12,270-90.9% |