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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 | $47,639 | $185,312-74.3% | $161,489-70.5% | $154,746-69.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 37.68% | 103.84%-66.2pp | 89.72%-52.0pp | 172.34%-134.7pp |
| Employer contribution / active EE | $3,183 | $4,769-33.3% | $4,268-25.4% | $4,379-27.3% |
| Participant deferral / active EE | $9,581 | $6,350+50.9% | $5,630+70.2% | $6,730+42.4% |
| Admin fee / account holder | $2,296 | $18,654-87.7% | $16,006-85.7% | $14,365-84.0% |