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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 | $40,531 | $154,228-73.7% | $145,433-72.1% | $137,256-70.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.76% | 74.59%-46.8pp | 66.58%-38.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $16,323 | $4,804+239.8% | $4,554+258.4% | $4,156+292.8% |
| Participant deferral / active EE | $8,114 | $8,216-1.2% | $7,897+2.7% | $6,407+26.6% |
| Admin fee / account holder | $1,378 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |