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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 | $34,238 | $154,228-77.8% | $145,433-76.5% | $137,256-75.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 72.77% | 74.59%-1.8pp | 66.58%+6.2pp | 220.34%-147.6pp |
| Employer contribution / active EE | $7,868 | $4,804+63.8% | $4,554+72.7% | $4,156+89.3% |
| Participant deferral / active EE | $5,668 | $8,216-31.0% | $7,897-28.2% | $6,407-11.5% |
| Admin fee / account holder | $328 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |