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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 | $29,405 | $178,174-83.5% | $156,181-81.2% | $137,256-78.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.45% | 84.19%-63.7pp | 64.87%-44.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,502 | $4,972-9.5% | $4,294+4.8% | $4,156+8.3% |
| Participant deferral / active EE | $7,591 | $6,888+10.2% | $6,132+23.8% | $6,407+18.5% |
| Admin fee / account holder | $3,352 | $17,404-80.7% | $14,586-77.0% | $12,270-72.7% |