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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 | $35,773 | $162,136-77.9% | $152,301-76.5% | $154,746-76.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.48% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,188 | $4,890-34.8% | $4,624-31.1% | $4,379-27.2% |
| Participant deferral / active EE | $5,532 | $8,341-33.7% | $8,004-30.9% | $6,730-17.8% |
| Admin fee / account holder | $10,489 | $15,759-33.4% | $14,398-27.1% | $14,365-27.0% |