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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 | $37,299 | $181,062-79.4% | $158,223-76.4% | $155,188-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.92% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,384 | $4,565-47.8% | $4,109-42.0% | $4,248-43.9% |
| Participant deferral / active EE | $4,332 | $6,134-29.4% | $5,467-20.8% | $6,531-33.7% |
| Admin fee / account holder | $639 | $18,825-96.6% | $16,047-96.0% | $14,480-95.6% |