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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 | $35,222 | $223,823-84.3% | $211,142-83.3% | $154,746-77.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.27% | 50.39%-35.1pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,908 | $6,787-57.2% | $6,442-54.9% | $4,379-33.6% |
| Participant deferral / active EE | $3,705 | $9,750-62.0% | $9,284-60.1% | $6,730-45.0% |
| Admin fee / account holder | $6,718 | $19,707-65.9% | $19,076-64.8% | $14,365-53.2% |