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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 | $40,873 | $185,312-77.9% | $161,489-74.7% | $154,746-73.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.68% | 103.84%-90.2pp | 89.72%-76.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,766 | $4,769-21.0% | $4,268-11.8% | $4,379-14.0% |
| Participant deferral / active EE | $3,567 | $6,350-43.8% | $5,630-36.6% | $6,730-47.0% |
| Admin fee / account holder | $349 | $18,654-98.1% | $16,006-97.8% | $14,365-97.6% |