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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 | $47,870 | $156,398-69.4% | $147,318-67.5% | $138,895-65.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.07% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.3pp |
| Employer contribution / active EE | $4,263 | $4,853-12.2% | $4,593-7.2% | $4,194+1.6% |
| Participant deferral / active EE | $11,268 | $8,237+36.8% | $7,906+42.5% | $6,396+76.2% |
| Admin fee / account holder | $1,346 | $14,976-91.0% | $13,708-90.2% | $12,562-89.3% |