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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 | $26,896 | $156,398-82.8% | $147,318-81.7% | $138,895-80.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 31.77% | 78.75%-47.0pp | 70.43%-38.7pp | 145.39%-113.6pp |
| Employer contribution / active EE | $4,974 | $4,853+2.5% | $4,593+8.3% | $4,194+18.6% |
| Participant deferral / active EE | $8,599 | $8,237+4.4% | $7,906+8.8% | $6,396+34.4% |
| Admin fee / account holder | $1,038 | $14,976-93.1% | $13,708-92.4% | $12,562-91.7% |