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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 | $38,843 | $209,336-81.4% | $197,124-80.3% | $137,256-71.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.64% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $6,418 | $6,591-2.6% | $6,227+3.1% | $4,156+54.4% |
| Participant deferral / active EE | $11,975 | $9,614+24.6% | $9,135+31.1% | $6,407+86.9% |
| Admin fee / account holder | $2,935 | $17,308-83.0% | $16,298-82.0% | $12,270-76.1% |