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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 | $31,890 | $185,312-82.8% | $161,489-80.3% | $154,746-79.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.71% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,755 | $4,769-42.2% | $4,268-35.5% | $4,379-37.1% |
| Participant deferral / active EE | $6,516 | $6,350+2.6% | $5,630+15.7% | $6,730-3.2% |
| Admin fee / account holder | $2,658 | $18,654-85.7% | $16,006-83.4% | $14,365-81.5% |