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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 | $25,598 | $154,228-83.4% | $145,433-82.4% | $137,256-81.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.64% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $6,730 | $4,804+40.1% | $4,554+47.8% | $4,156+61.9% |
| Participant deferral / active EE | $3,556 | $8,216-56.7% | $7,897-55.0% | $6,407-44.5% |
| Admin fee / account holder | $6,062 | $14,344-57.7% | $13,129-53.8% | $12,270-50.6% |