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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 | $37,805 | $156,398-75.8% | $147,318-74.3% | $138,895-72.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.71% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,505 | $4,853-7.2% | $4,593-1.9% | $4,194+7.4% |
| Participant deferral / active EE | $9,051 | $8,237+9.9% | $7,906+14.5% | $6,396+41.5% |
| Admin fee / account holder | $9,078 | $14,976-39.4% | $13,708-33.8% | $12,562-27.7% |