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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 | $30,097 | $154,228-80.5% | $145,433-79.3% | $137,256-78.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,679 | $4,804+18.2% | $4,554+24.7% | $4,156+36.7% |
| Participant deferral / active EE | $10,038 | $8,216+22.2% | $7,897+27.1% | $6,407+56.7% |
| Admin fee / account holder | $11,436 | $14,344-20.3% | $13,129-12.9% | $12,270-6.8% |