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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 | $36,881 | $172,111-78.6% | $150,298-75.5% | $137,256-73.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.36% | 69.37%-43.0pp | 62.79%-36.4pp | 220.34%-194.0pp |
| Employer contribution / active EE | $3,059 | $4,636-34.0% | $4,154-26.4% | $4,156-26.4% |
| Participant deferral / active EE | $12,116 | $6,166+96.5% | $5,453+122.2% | $6,407+89.1% |
| Admin fee / account holder | $305 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |