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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 | $41,782 | $154,228-72.9% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.75% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,158 | $4,804-13.4% | $4,554-8.7% | $4,1560% |
| Participant deferral / active EE | $8,228 | $8,216+0.1% | $7,897+4.2% | $6,407+28.4% |
| Admin fee / account holder | $1,912 | $14,344-86.7% | $13,129-85.4% | $12,270-84.4% |