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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 | $41,619 | $156,398-73.4% | $147,318-71.7% | $138,895-70.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.72% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $4,019 | $4,853-17.2% | $4,593-12.5% | $4,194-4.2% |
| Participant deferral / active EE | $7,139 | $8,237-13.3% | $7,906-9.7% | $6,396+11.6% |
| Admin fee / account holder | $2,781 | $14,976-81.4% | $13,708-79.7% | $12,562-77.9% |