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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 | $41,685 | $156,398-73.3% | $147,318-71.7% | $138,895-70.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.01% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $4,321 | $4,853-11.0% | $4,593-5.9% | $4,194+3.0% |
| Participant deferral / active EE | $7,865 | $8,237-4.5% | $7,906-0.5% | $6,396+23.0% |
| Admin fee / account holder | $1,118 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |