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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 | $41,465 | $148,623-72.1% | $135,974-69.5% | $139,466-70.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.07% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $4,444 | $5,246-15.3% | $4,859-8.5% | $4,754-6.5% |
| Participant deferral / active EE | $8,835 | $8,103+9.0% | $7,760+13.9% | $6,712+31.6% |
| Admin fee / account holder | $1,761 | $12,406-85.8% | $10,767-83.6% | $11,409-84.6% |