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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 | $54,055 | $154,228-65.0% | $145,433-62.8% | $137,256-60.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.69% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,222 | $4,804-12.1% | $4,554-7.3% | $4,156+1.6% |
| Participant deferral / active EE | $6,695 | $8,216-18.5% | $7,897-15.2% | $6,407+4.5% |
| Admin fee / account holder | $18,426 | $14,344+28.5% | $13,129+40.3% | $12,270+50.2% |