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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 | $32,828 | $154,228-78.7% | $145,433-77.4% | $137,256-76.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.73% | 74.59%-50.9pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $6,253 | $4,804+30.2% | $4,554+37.3% | $4,156+50.4% |
| Participant deferral / active EE | $11,126 | $8,216+35.4% | $7,897+40.9% | $6,407+73.7% |
| Admin fee / account holder | $423 | $14,344-97.0% | $13,129-96.8% | $12,270-96.6% |