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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 | $43,974 | $162,136-72.9% | $152,301-71.1% | $154,746-71.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.20% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $2,402 | $4,890-50.9% | $4,624-48.1% | $4,379-45.1% |
| Participant deferral / active EE | $17,651 | $8,341+111.6% | $8,004+120.5% | $6,730+162.3% |
| Admin fee / account holder | $2,711 | $15,759-82.8% | $14,398-81.2% | $14,365-81.1% |