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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 | $31,255 | $154,228-79.7% | $145,433-78.5% | $137,256-77.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.28% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $4,623 | $4,804-3.8% | $4,554+1.5% | $4,156+11.2% |
| Participant deferral / active EE | $8,191 | $8,216-0.3% | $7,897+3.7% | $6,407+27.9% |
| Admin fee / account holder | $5,690 | $14,344-60.3% | $13,129-56.7% | $12,270-53.6% |