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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 | $19,711 | $181,062-89.1% | $158,223-87.5% | $155,188-87.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 34.35% | 57.39%-23.0pp | 52.09%-17.7pp | 148.84%-114.5pp |
| Employer contribution / active EE | $2,704 | $4,565-40.8% | $4,109-34.2% | $4,248-36.4% |
| Participant deferral / active EE | $6,907 | $6,134+12.6% | $5,467+26.3% | $6,531+5.8% |
| Admin fee / account holder | $2,591 | $18,825-86.2% | $16,047-83.9% | $14,480-82.1% |