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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 | $57,749 | $154,228-62.6% | $145,433-60.3% | $137,256-57.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.17% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,987 | $4,804-17.0% | $4,554-12.5% | $4,156-4.1% |
| Participant deferral / active EE | $9,085 | $8,216+10.6% | $7,897+15.0% | $6,407+41.8% |
| Admin fee / account holder | $6,377 | $14,344-55.5% | $13,129-51.4% | $12,270-48.0% |