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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 | $44,498 | $162,136-72.6% | $152,301-70.8% | $154,746-71.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 84.48% | 91.02%-6.5pp | 80.50%+4.0pp | 172.34%-87.9pp |
| Employer contribution / active EE | $6,301 | $4,890+28.9% | $4,624+36.3% | $4,379+43.9% |
| Participant deferral / active EE | $6,681 | $8,341-19.9% | $8,004-16.5% | $6,730-0.7% |
| Admin fee / account holder | $10,657 | $15,759-32.4% | $14,398-26.0% | $14,365-25.8% |