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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 | $46,716 | $156,398-70.1% | $147,318-68.3% | $138,895-66.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.89% | 78.75%-58.9pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $6,419 | $4,853+32.3% | $4,593+39.7% | $4,194+53.0% |
| Participant deferral / active EE | $17,350 | $8,237+110.6% | $7,906+119.4% | $6,396+171.3% |
| Admin fee / account holder | $1,137 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |