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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 | $35,503 | $178,174-80.1% | $156,181-77.3% | $137,256-74.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.18% | 84.19%-64.0pp | 64.87%-44.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,547 | $4,972-28.7% | $4,294-17.4% | $4,156-14.7% |
| Participant deferral / active EE | $6,849 | $6,888-0.6% | $6,132+11.7% | $6,407+6.9% |
| Admin fee / account holder | $1,576 | $17,404-90.9% | $14,586-89.2% | $12,270-87.2% |