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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 | $42,202 | $156,398-73.0% | $147,318-71.4% | $138,895-69.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.42% | 78.75%-57.3pp | 70.43%-49.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $5,162 | $4,853+6.4% | $4,593+12.4% | $4,194+23.1% |
| Participant deferral / active EE | $10,523 | $8,237+27.7% | $7,906+33.1% | $6,396+64.5% |
| Admin fee / account holder | $9,591 | $14,976-36.0% | $13,708-30.0% | $12,562-23.7% |