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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 | $40,389 | $156,398-74.2% | $147,318-72.6% | $138,895-70.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.74% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,250 | $4,853-53.6% | $4,593-51.0% | $4,194-46.4% |
| Participant deferral / active EE | $24,744 | $8,237+200.4% | $7,906+213.0% | $6,396+286.9% |
| Admin fee / account holder | $9,402 | $14,976-37.2% | $13,708-31.4% | $12,562-25.2% |