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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 | $20,309 | $181,062-88.8% | $158,223-87.2% | $155,188-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.89% | 57.39%-47.5pp | 52.09%-42.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $1,939 | $4,565-57.5% | $4,109-52.8% | $4,248-54.4% |
| Participant deferral / active EE | $5,845 | $6,134-4.7% | $5,467+6.9% | $6,531-10.5% |
| Admin fee / account holder | $1,631 | $18,825-91.3% | $16,047-89.8% | $14,480-88.7% |