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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 | $33,548 | $156,398-78.5% | $147,318-77.2% | $138,895-75.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.86% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,404 | $4,853-50.5% | $4,593-47.7% | $4,194-42.7% |
| Participant deferral / active EE | $4,159 | $8,237-49.5% | $7,906-47.4% | $6,396-35.0% |
| Admin fee / account holder | $3,208 | $14,976-78.6% | $13,708-76.6% | $12,562-74.5% |