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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 | $29,711 | $156,398-81.0% | $147,318-79.8% | $138,895-78.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.70% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,314 | $4,853-31.7% | $4,593-27.9% | $4,194-21.0% |
| Participant deferral / active EE | $6,579 | $8,237-20.1% | $7,906-16.8% | $6,396+2.9% |
| Admin fee / account holder | $2,043 | $14,976-86.4% | $13,708-85.1% | $12,562-83.7% |