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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 | $44,985 | $154,228-70.8% | $145,433-69.1% | $137,256-67.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.37% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,428 | $4,804-28.6% | $4,554-24.7% | $4,156-17.5% |
| Participant deferral / active EE | $10,149 | $8,216+23.5% | $7,897+28.5% | $6,407+58.4% |
| Admin fee / account holder | $3,299 | $14,344-77.0% | $13,129-74.9% | $12,270-73.1% |