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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 | $37,210 | $183,627-79.7% | $155,602-76.1% | $145,978-74.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $3,898 | $5,316-26.7% | $4,675-16.6% | $4,662-16.4% |
| Participant deferral / active EE | $3,759 | $6,466-41.9% | $5,629-33.2% | $6,690-43.8% |
| Admin fee / account holder | $382 | $19,327-98.0% | $15,923-97.6% | $13,400-97.2% |