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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 | $38,351 | $124,980-69.3% | $108,359-64.6% | $154,746-75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.46% | 45.00%-23.5pp | 36.89%-15.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $894 | $2,851-68.7% | $2,399-62.8% | $4,379-79.6% |
| Participant deferral / active EE | $8,246 | $4,743+73.9% | $4,137+99.3% | $6,730+22.5% |
| Admin fee / account holder | $535 | $11,502-95.3% | $9,741-94.5% | $14,365-96.3% |