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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 | $32,419 | $181,062-82.1% | $158,223-79.5% | $155,188-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.39% | 57.39%-48.0pp | 52.09%-42.7pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,604 | $4,565-64.9% | $4,109-61.0% | $4,248-62.2% |
| Participant deferral / active EE | $2,240 | $6,134-63.5% | $5,467-59.0% | $6,531-65.7% |
| Admin fee / account holder | $1,644 | $18,825-91.3% | $16,047-89.8% | $14,480-88.6% |