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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 | $45,909 | $154,228-70.2% | $145,433-68.4% | $137,256-66.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.26% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,980 | $4,804-17.2% | $4,554-12.6% | $4,156-4.2% |
| Participant deferral / active EE | $9,953 | $8,216+21.1% | $7,897+26.0% | $6,407+55.4% |
| Admin fee / account holder | $12,533 | $14,344-12.6% | $13,129-4.5% | $12,270+2.1% |