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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 | $34,126 | $181,062-81.2% | $158,223-78.4% | $155,188-78.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.07% | 57.39%-36.3pp | 52.09%-31.0pp | 148.84%-127.8pp |
| Employer contribution / active EE | $5,824 | $4,565+27.6% | $4,109+41.7% | $4,248+37.1% |
| Participant deferral / active EE | $4,562 | $6,134-25.6% | $5,467-16.6% | $6,531-30.1% |
| Admin fee / account holder | $457 | $18,825-97.6% | $16,047-97.2% | $14,480-96.8% |