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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 | $29,618 | $156,398-81.1% | $147,318-79.9% | $138,895-78.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.08% | 78.75%-58.7pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $5,861 | $4,853+20.8% | $4,593+27.6% | $4,194+39.7% |
| Participant deferral / active EE | $5,612 | $8,237-31.9% | $7,906-29.0% | $6,396-12.3% |
| Admin fee / account holder | $836 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |