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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 | $39,302 | $154,228-74.5% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.92% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,254 | $4,804-53.1% | $4,554-50.5% | $4,156-45.8% |
| Participant deferral / active EE | $4,253 | $8,216-48.2% | $7,897-46.1% | $6,407-33.6% |
| Admin fee / account holder | $12,354 | $14,344-13.9% | $13,129-5.9% | $12,270+0.7% |