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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 | $36,113 | $154,228-76.6% | $145,433-75.2% | $137,256-73.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.14% | 74.59%-40.4pp | 66.58%-32.4pp | 220.34%-186.2pp |
| Employer contribution / active EE | $2,824 | $4,804-41.2% | $4,554-38.0% | $4,156-32.0% |
| Participant deferral / active EE | $12,528 | $8,216+52.5% | $7,897+58.6% | $6,407+95.5% |
| Admin fee / account holder | $2,763 | $14,344-80.7% | $13,129-79.0% | $12,270-77.5% |