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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 | $39,271 | $185,312-78.8% | $161,489-75.7% | $154,746-74.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.11% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,078 | $4,769-35.5% | $4,268-27.9% | $4,379-29.7% |
| Participant deferral / active EE | $12,361 | $6,350+94.7% | $5,630+119.6% | $6,730+83.7% |
| Admin fee / account holder | $4,754 | $18,654-74.5% | $16,006-70.3% | $14,365-66.9% |