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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 | $40,331 | $156,398-74.2% | $147,318-72.6% | $138,895-71.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.82% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,273 | $4,853-73.8% | $4,593-72.3% | $4,194-69.7% |
| Participant deferral / active EE | $3,664 | $8,237-55.5% | $7,906-53.7% | $6,396-42.7% |
| Admin fee / account holder | $3,157 | $14,976-78.9% | $13,708-77.0% | $12,562-74.9% |