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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 | $41,089 | $171,930-76.1% | $151,266-72.8% | $154,746-73.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 18.66% | 242.03%-223.4pp | 180.60%-161.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,816 | $4,710-40.2% | $4,237-33.5% | $4,379-35.7% |
| Participant deferral / active EE | $8,755 | $8,191+6.9% | $7,337+19.3% | $6,730+30.1% |
| Admin fee / account holder | $441 | $15,803-97.2% | $13,159-96.6% | $14,365-96.9% |