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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 | $31,683 | $185,312-82.9% | $161,489-80.4% | $154,746-79.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.92% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $5,633 | $4,769+18.1% | $4,268+32.0% | $4,379+28.6% |
| Participant deferral / active EE | $7,774 | $6,350+22.4% | $5,630+38.1% | $6,730+15.5% |
| Admin fee / account holder | $693 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |