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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 | $36,656 | $154,228-76.2% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 79.09% | 74.59%+4.5pp | 66.58%+12.5pp | 220.34%-141.2pp |
| Employer contribution / active EE | $4,209 | $4,804-12.4% | $4,554-7.6% | $4,156+1.3% |
| Participant deferral / active EE | $6,712 | $8,216-18.3% | $7,897-15.0% | $6,407+4.8% |
| Admin fee / account holder | $1,137 | $14,344-92.1% | $13,129-91.3% | $12,270-90.7% |