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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 | $34,845 | $156,398-77.7% | $147,318-76.3% | $138,895-74.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.92% | 78.75%-51.8pp | 70.43%-43.5pp | 145.39%-118.5pp |
| Employer contribution / active EE | $7,469 | $4,853+53.9% | $4,593+62.6% | $4,194+78.1% |
| Participant deferral / active EE | $14,681 | $8,237+78.2% | $7,906+85.7% | $6,396+129.5% |
| Admin fee / account holder | $11,934 | $14,976-20.3% | $13,708-12.9% | $12,562-5.0% |