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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 | $37,586 | $162,136-76.8% | $152,301-75.3% | $154,746-75.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.46% | 91.02%-67.6pp | 80.50%-57.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $4,436 | $4,890-9.3% | $4,624-4.1% | $4,379+1.3% |
| Participant deferral / active EE | $9,919 | $8,341+18.9% | $8,004+23.9% | $6,730+47.4% |
| Admin fee / account holder | $1,344 | $15,759-91.5% | $14,398-90.7% | $14,365-90.6% |