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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 | $44,611 | $156,398-71.5% | $147,318-69.7% | $138,895-67.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.76% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $3,245 | $4,853-33.1% | $4,593-29.4% | $4,194-22.6% |
| Participant deferral / active EE | $8,632 | $8,237+4.8% | $7,906+9.2% | $6,396+35.0% |
| Admin fee / account holder | $333 | $14,976-97.8% | $13,708-97.6% | $12,562-97.4% |