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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 | $47,499 | $172,111-72.4% | $150,298-68.4% | $137,256-65.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.08% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,704 | $4,636-41.7% | $4,154-34.9% | $4,156-34.9% |
| Participant deferral / active EE | $7,079 | $6,166+14.8% | $5,453+29.8% | $6,407+10.5% |
| Admin fee / account holder | $612 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |