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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 | $28,909 | $178,174-83.8% | $156,181-81.5% | $137,256-78.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.55% | 84.19%-63.6pp | 64.87%-44.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,188 | $4,972-35.9% | $4,294-25.8% | $4,156-23.3% |
| Participant deferral / active EE | $7,994 | $6,888+16.1% | $6,132+30.4% | $6,407+24.8% |
| Admin fee / account holder | $1,481 | $17,404-91.5% | $14,586-89.8% | $12,270-87.9% |