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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 | $156,398-76.9% | $147,318-75.5% | $138,895-74.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 34.14% | 78.75%-44.6pp | 70.43%-36.3pp | 145.39%-111.3pp |
| Employer contribution / active EE | $2,824 | $4,853-41.8% | $4,593-38.5% | $4,194-32.7% |
| Participant deferral / active EE | $12,528 | $8,237+52.1% | $7,906+58.5% | $6,396+95.9% |
| Admin fee / account holder | $2,763 | $14,976-81.5% | $13,708-79.8% | $12,562-78.0% |