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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 | $31,178 | $154,228-79.8% | $145,433-78.6% | $137,256-77.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 82.81% | 74.59%+8.2pp | 66.58%+16.2pp | 220.34%-137.5pp |
| Employer contribution / active EE | $4,104 | $4,804-14.6% | $4,554-9.9% | $4,156-1.3% |
| Participant deferral / active EE | $13,993 | $8,216+70.3% | $7,897+77.2% | $6,407+118.4% |
| Admin fee / account holder | $6,144 | $14,344-57.2% | $13,129-53.2% | $12,270-49.9% |