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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 | $49,815 | $154,228-67.7% | $145,433-65.7% | $137,256-63.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.37% | 74.59%-41.2pp | 66.58%-33.2pp | 220.34%-187.0pp |
| Employer contribution / active EE | $1,288 | $4,804-73.2% | $4,554-71.7% | $4,156-69.0% |
| Participant deferral / active EE | $6,664 | $8,216-18.9% | $7,897-15.6% | $6,407+4.0% |
| Admin fee / account holder | $753 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |