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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 | $37,069 | $183,592-79.8% | $155,574-76.2% | $145,877-74.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,260 | $5,317-38.7% | $4,676-30.3% | $4,663-30.1% |
| Participant deferral / active EE | $4,256 | $6,466-34.2% | $5,629-24.4% | $6,691-36.4% |
| Admin fee / account holder | $1,792 | $19,316-90.7% | $15,914-88.7% | $13,402-86.6% |