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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 | $33,048 | $181,062-81.7% | $158,223-79.1% | $155,188-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.92% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-127.9pp |
| Employer contribution / active EE | $3,321 | $4,565-27.2% | $4,109-19.2% | $4,248-21.8% |
| Participant deferral / active EE | $4,103 | $6,134-33.1% | $5,467-24.9% | $6,531-37.2% |
| Admin fee / account holder | $929 | $18,825-95.1% | $16,047-94.2% | $14,480-93.6% |