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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 | $40,591 | $185,312-78.1% | $161,489-74.9% | $154,746-73.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.64% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $2,407 | $4,769-49.5% | $4,268-43.6% | $4,379-45.0% |
| Participant deferral / active EE | $5,706 | $6,350-10.1% | $5,630+1.3% | $6,730-15.2% |
| Admin fee / account holder | $25,034 | $18,654+34.2% | $16,006+56.4% | $14,365+74.3% |