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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 | $42,004 | $178,174-76.4% | $156,181-73.1% | $137,256-69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.80% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,314 | $4,972-53.5% | $4,294-46.1% | $4,156-44.3% |
| Participant deferral / active EE | $7,052 | $6,888+2.4% | $6,132+15.0% | $6,407+10.1% |
| Admin fee / account holder | $1,306 | $17,404-92.5% | $14,586-91.0% | $12,270-89.4% |