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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 | $46,395 | $154,228-69.9% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.92% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,681 | $4,804-23.4% | $4,554-19.2% | $4,156-11.4% |
| Participant deferral / active EE | $12,985 | $8,216+58.0% | $7,897+64.4% | $6,407+102.7% |
| Admin fee / account holder | $1,927 | $14,344-86.6% | $13,129-85.3% | $12,270-84.3% |