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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 | $37,786 | $178,174-78.8% | $156,181-75.8% | $137,256-72.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.23% | 84.19%-67.0pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,434 | $4,972-71.1% | $4,294-66.6% | $4,156-65.5% |
| Participant deferral / active EE | $3,547 | $6,888-48.5% | $6,132-42.2% | $6,407-44.6% |
| Admin fee / account holder | $1,249 | $17,404-92.8% | $14,586-91.4% | $12,270-89.8% |