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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 | $35,420 | $156,398-77.4% | $147,318-76.0% | $138,895-74.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.74% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $4,787 | $4,853-1.4% | $4,593+4.2% | $4,194+14.1% |
| Participant deferral / active EE | $15,778 | $8,237+91.5% | $7,906+99.6% | $6,396+146.7% |
| Admin fee / account holder | $3,549 | $14,976-76.3% | $13,708-74.1% | $12,562-71.7% |