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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 | $40,254 | $181,062-77.8% | $158,223-74.6% | $155,188-74.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.43% | 57.39%-36.0pp | 52.09%-30.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,767 | $4,565-61.3% | $4,109-57.0% | $4,248-58.4% |
| Participant deferral / active EE | $5,121 | $6,134-16.5% | $5,467-6.3% | $6,531-21.6% |
| Admin fee / account holder | $962 | $18,825-94.9% | $16,047-94.0% | $14,480-93.4% |