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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 | $46,181 | $156,398-70.5% | $147,318-68.7% | $138,895-66.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.85% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $5,605 | $4,853+15.5% | $4,593+22.0% | $4,194+33.6% |
| Participant deferral / active EE | $9,152 | $8,237+11.1% | $7,906+15.7% | $6,396+43.1% |
| Admin fee / account holder | $1,122 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |