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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 | $27,246 | $156,398-82.6% | $147,318-81.5% | $138,895-80.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.83% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $4,759 | $4,853-1.9% | $4,593+3.6% | $4,194+13.5% |
| Participant deferral / active EE | $8,274 | $8,237+0.4% | $7,906+4.6% | $6,396+29.4% |
| Admin fee / account holder | $3,718 | $14,976-75.2% | $13,708-72.9% | $12,562-70.4% |