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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 | $41,363 | $174,379-76.3% | $152,093-72.8% | $138,895-70.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.02% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,545 | $4,652-23.8% | $4,175-15.1% | $4,194-15.5% |
| Participant deferral / active EE | $13,091 | $6,159+112.5% | $5,451+140.1% | $6,396+104.7% |
| Admin fee / account holder | $13,634 | $16,880-19.2% | $14,497-6.0% | $12,562+8.5% |