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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 | $181,062-78.3% | $158,223-75.2% | $155,188-74.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.11% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $3,078 | $4,565-32.6% | $4,109-25.1% | $4,248-27.5% |
| Participant deferral / active EE | $12,361 | $6,134+101.5% | $5,467+126.1% | $6,531+89.3% |
| Admin fee / account holder | $4,754 | $18,825-74.7% | $16,047-70.4% | $14,480-67.2% |