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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 | $45,337 | $185,312-75.5% | $161,489-71.9% | $154,746-70.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.91% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,622 | $4,769-66.0% | $4,268-62.0% | $4,379-63.0% |
| Participant deferral / active EE | $9,988 | $6,350+57.3% | $5,630+77.4% | $6,730+48.4% |
| Admin fee / account holder | $1,127 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |