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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 | $38,137 | $182,442-79.1% | $163,379-76.7% | $138,895-72.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 26.15% | 72.74%-46.6pp | 63.41%-37.3pp | 145.39%-119.2pp |
| Employer contribution / active EE | $3,193 | $4,159-23.2% | $3,752-14.9% | $4,194-23.9% |
| Participant deferral / active EE | $4,401 | $6,817-35.4% | $6,282-29.9% | $6,396-31.2% |
| Admin fee / account holder | $1,661 | $10,396-84.0% | $9,818-83.1% | $12,562-86.8% |