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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 | $29,129 | $156,398-81.4% | $147,318-80.2% | $138,895-79.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.36% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.0pp |
| Employer contribution / active EE | $5,425 | $4,853+11.8% | $4,593+18.1% | $4,194+29.3% |
| Participant deferral / active EE | $11,879 | $8,237+44.2% | $7,906+50.2% | $6,396+85.7% |
| Admin fee / account holder | $9,769 | $14,976-34.8% | $13,708-28.7% | $12,562-22.2% |