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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 | $36,968 | $174,379-78.8% | $152,093-75.7% | $138,895-73.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.91% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,677 | $4,652-21.0% | $4,175-11.9% | $4,194-12.3% |
| Participant deferral / active EE | $4,992 | $6,159-19.0% | $5,451-8.4% | $6,396-22.0% |
| Admin fee / account holder | $962 | $16,880-94.3% | $14,497-93.4% | $12,562-92.3% |