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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 | $33,283 | $154,228-78.4% | $145,433-77.1% | $137,256-75.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.54% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,225 | $4,804-32.9% | $4,554-29.2% | $4,156-22.4% |
| Participant deferral / active EE | $3,892 | $8,216-52.6% | $7,897-50.7% | $6,407-39.3% |
| Admin fee / account holder | $6,524 | $14,344-54.5% | $13,129-50.3% | $12,270-46.8% |