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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 | $33,799 | $174,379-80.6% | $152,093-77.8% | $138,895-75.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.56% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,264 | $4,652-51.3% | $4,175-45.8% | $4,194-46.0% |
| Participant deferral / active EE | $4,247 | $6,159-31.0% | $5,451-22.1% | $6,396-33.6% |
| Admin fee / account holder | $313 | $16,880-98.1% | $14,497-97.8% | $12,562-97.5% |