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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 | $44,051 | $156,398-71.8% | $147,318-70.1% | $138,895-68.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.81% | 78.75%-54.9pp | 70.43%-46.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $4,581 | $4,853-5.6% | $4,593-0.3% | $4,194+9.2% |
| Participant deferral / active EE | $8,850 | $8,237+7.4% | $7,906+11.9% | $6,396+38.4% |
| Admin fee / account holder | $677 | $14,976-95.5% | $13,708-95.1% | $12,562-94.6% |