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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 | $36,108 | $181,062-80.1% | $158,223-77.2% | $155,188-76.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.34% | 57.39%-47.0pp | 52.09%-41.7pp | 148.84%-138.5pp |
| Employer contribution / active EE | $4,689 | $4,565+2.7% | $4,109+14.1% | $4,248+10.4% |
| Participant deferral / active EE | $2,830 | $6,134-53.9% | $5,467-48.2% | $6,531-56.7% |
| Admin fee / account holder | $2,465 | $18,825-86.9% | $16,047-84.6% | $14,480-83.0% |