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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 | $43,655 | $174,379-75.0% | $152,093-71.3% | $138,895-68.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.27% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $7,610 | $4,652+63.6% | $4,175+82.3% | $4,194+81.4% |
| Participant deferral / active EE | $4,297 | $6,159-30.2% | $5,451-21.2% | $6,396-32.8% |
| Admin fee / account holder | $3,206 | $16,880-81.0% | $14,497-77.9% | $12,562-74.5% |