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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 | $29,487 | $154,228-80.9% | $145,433-79.7% | $137,256-78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.73% | 74.59%-51.9pp | 66.58%-43.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,614 | $4,804-45.6% | $4,554-42.6% | $4,156-37.1% |
| Participant deferral / active EE | $8,001 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $6,517 | $14,344-54.6% | $13,129-50.4% | $12,270-46.9% |