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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 | $32,374 | $185,312-82.5% | $161,489-80.0% | $154,746-79.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.09% | 103.84%-88.8pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $4,886 | $4,769+2.5% | $4,268+14.5% | $4,379+11.6% |
| Participant deferral / active EE | $5,017 | $6,350-21.0% | $5,630-10.9% | $6,730-25.5% |
| Admin fee / account holder | $1,770 | $18,654-90.5% | $16,006-88.9% | $14,365-87.7% |