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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 | $43,506 | $156,398-72.2% | $147,318-70.5% | $138,895-68.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.91% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,999 | $4,853-38.2% | $4,593-34.7% | $4,194-28.5% |
| Participant deferral / active EE | $9,985 | $8,237+21.2% | $7,906+26.3% | $6,396+56.1% |
| Admin fee / account holder | $1,953 | $14,976-87.0% | $13,708-85.8% | $12,562-84.5% |