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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 | $32,679 | $172,111-81.0% | $150,298-78.3% | $137,256-76.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.74% | 69.37%-38.6pp | 62.79%-32.0pp | 220.34%-189.6pp |
| Employer contribution / active EE | $7,568 | $4,636+63.2% | $4,154+82.2% | $4,156+82.1% |
| Participant deferral / active EE | $14,626 | $6,166+137.2% | $5,453+168.2% | $6,407+128.3% |
| Admin fee / account holder | $12,656 | $16,471-23.2% | $14,116-10.3% | $12,270+3.1% |