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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 | $39,645 | $156,398-74.7% | $147,318-73.1% | $138,895-71.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.30% | 78.75%-49.4pp | 70.43%-41.1pp | 145.39%-116.1pp |
| Employer contribution / active EE | $4,279 | $4,853-11.8% | $4,593-6.8% | $4,194+2.0% |
| Participant deferral / active EE | $7,621 | $8,237-7.5% | $7,906-3.6% | $6,396+19.1% |
| Admin fee / account holder | $994 | $14,976-93.4% | $13,708-92.8% | $12,562-92.1% |