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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 | $34,736 | $172,111-79.8% | $150,298-76.9% | $137,256-74.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.27% | 69.37%-39.1pp | 62.79%-32.5pp | 220.34%-190.1pp |
| Employer contribution / active EE | $2,781 | $4,636-40.0% | $4,154-33.1% | $4,156-33.1% |
| Participant deferral / active EE | $7,805 | $6,166+26.6% | $5,453+43.1% | $6,407+21.8% |
| Admin fee / account holder | $16,527 | $16,471+0.3% | $14,116+17.1% | $12,270+34.7% |