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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 | $35,946 | $178,174-79.8% | $156,181-77.0% | $137,256-73.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.98% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,665 | $4,972+13.9% | $4,294+31.9% | $4,156+36.3% |
| Participant deferral / active EE | $9,625 | $6,888+39.7% | $6,132+57.0% | $6,407+50.2% |
| Admin fee / account holder | $549 | $17,404-96.8% | $14,586-96.2% | $12,270-95.5% |