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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 | $42,713 | $185,312-77.0% | $161,489-73.6% | $154,746-72.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.63% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,495 | $4,769-68.7% | $4,268-65.0% | $4,379-65.9% |
| Participant deferral / active EE | $6,617 | $6,350+4.2% | $5,630+17.5% | $6,730-1.7% |
| Admin fee / account holder | $3,792 | $18,654-79.7% | $16,006-76.3% | $14,365-73.6% |