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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 | $38,798 | $154,228-74.8% | $145,433-73.3% | $137,256-71.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.34% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,066 | $4,804-36.2% | $4,554-32.7% | $4,156-26.2% |
| Participant deferral / active EE | $5,594 | $8,216-31.9% | $7,897-29.2% | $6,407-12.7% |
| Admin fee / account holder | $1,345 | $14,344-90.6% | $13,129-89.8% | $12,270-89.0% |