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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 | $38,700 | $181,062-78.6% | $158,223-75.5% | $155,188-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.76% | 57.39%-47.6pp | 52.09%-42.3pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,928 | $4,565-57.8% | $4,109-53.1% | $4,248-54.6% |
| Participant deferral / active EE | $6,493 | $6,134+5.8% | $5,467+18.8% | $6,531-0.6% |
| Admin fee / account holder | $8,944 | $18,825-52.5% | $16,047-44.3% | $14,480-38.2% |