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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 | $33,185 | $181,062-81.7% | $158,223-79.0% | $155,188-78.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 28.71% | 57.39%-28.7pp | 52.09%-23.4pp | 148.84%-120.1pp |
| Employer contribution / active EE | $10,804 | $4,565+136.7% | $4,109+162.9% | $4,248+154.3% |
| Participant deferral / active EE | $5,727 | $6,134-6.6% | $5,467+4.7% | $6,531-12.3% |
| Admin fee / account holder | $489 | $18,825-97.4% | $16,047-97.0% | $14,480-96.6% |