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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 | $44,383 | $202,440-78.1% | $169,390-73.8% | $139,466-68.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.40% | 532.36%-512.0pp | 406.07%-385.7pp | 373.66%-353.3pp |
| Employer contribution / active EE | $898 | $4,693-80.9% | $4,013-77.6% | $4,754-81.1% |
| Participant deferral / active EE | $6,800 | $6,940-2.0% | $6,222+9.3% | $6,712+1.3% |
| Admin fee / account holder | $593 | $10,722-94.5% | $9,015-93.4% | $11,409-94.8% |