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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 | $28,377 | $154,228-81.6% | $145,433-80.5% | $137,256-79.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.96% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,216 | $4,804-12.2% | $4,554-7.4% | $4,156+1.4% |
| Participant deferral / active EE | $6,289 | $8,216-23.5% | $7,897-20.4% | $6,407-1.8% |
| Admin fee / account holder | $713 | $14,344-95.0% | $13,129-94.6% | $12,270-94.2% |