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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 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.91% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,999 | $4,804-37.6% | $4,554-34.2% | $4,156-27.8% |
| Participant deferral / active EE | $9,985 | $8,216+21.5% | $7,897+26.4% | $6,407+55.9% |
| Admin fee / account holder | $1,953 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |