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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 | $31,378 | $185,312-83.1% | $161,489-80.6% | $154,746-79.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.93% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,828 | $4,769-61.7% | $4,268-57.2% | $4,379-58.2% |
| Participant deferral / active EE | $3,966 | $6,350-37.5% | $5,630-29.5% | $6,730-41.1% |
| Admin fee / account holder | $4,599 | $18,654-75.3% | $16,006-71.3% | $14,365-68.0% |