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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 | $31,384 | $156,398-79.9% | $147,318-78.7% | $138,895-77.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.69% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $8,027 | $4,853+65.4% | $4,593+74.8% | $4,194+91.4% |
| Participant deferral / active EE | $20,488 | $8,237+148.7% | $7,906+159.1% | $6,396+220.3% |
| Admin fee / account holder | $3,316 | $14,976-77.9% | $13,708-75.8% | $12,562-73.6% |