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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 | $52,675 | $154,228-65.8% | $145,433-63.8% | $137,256-61.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.43% | 74.59%-59.2pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,712 | $4,804-43.5% | $4,554-40.4% | $4,156-34.7% |
| Participant deferral / active EE | $6,534 | $8,216-20.5% | $7,897-17.3% | $6,407+2.0% |
| Admin fee / account holder | $1,957 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |