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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 | $156,398-66.3% | $147,318-64.2% | $138,895-62.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.43% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,712 | $4,853-44.1% | $4,593-40.9% | $4,194-35.3% |
| Participant deferral / active EE | $6,534 | $8,237-20.7% | $7,906-17.4% | $6,396+2.2% |
| Admin fee / account holder | $1,957 | $14,976-86.9% | $13,708-85.7% | $12,562-84.4% |