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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 | $30,738 | $154,228-80.1% | $145,433-78.9% | $137,256-77.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.01% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $43,552 | $4,804+806.6% | $4,554+856.2% | $4,156+947.9% |
| Participant deferral / active EE | $35,693 | $8,216+334.4% | $7,897+352.0% | $6,407+457.1% |
| Admin fee / account holder | $38,999 | $14,344+171.9% | $13,129+197.0% | $12,270+217.8% |