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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 | $47,560 | $154,228-69.2% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 42.54% | 74.59%-32.0pp | 66.58%-24.0pp | 220.34%-177.8pp |
| Employer contribution / active EE | $2,358 | $4,804-50.9% | $4,554-48.2% | $4,156-43.3% |
| Participant deferral / active EE | $8,351 | $8,216+1.6% | $7,897+5.7% | $6,407+30.3% |
| Admin fee / account holder | $382 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |