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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 | $42,606 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.02% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,011 | $4,804-58.1% | $4,554-55.8% | $4,156-51.6% |
| Participant deferral / active EE | $6,944 | $8,216-15.5% | $7,897-12.1% | $6,407+8.4% |
| Admin fee / account holder | $1,872 | $14,344-86.9% | $13,129-85.7% | $12,270-84.7% |