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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 | $31,641 | $154,228-79.5% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.27% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,088 | $4,804-56.5% | $4,554-54.2% | $4,156-49.8% |
| Participant deferral / active EE | $4,016 | $8,216-51.1% | $7,897-49.2% | $6,407-37.3% |
| Admin fee / account holder | $2,581 | $14,344-82.0% | $13,129-80.3% | $12,270-79.0% |