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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 | $34,277 | $181,062-81.1% | $158,223-78.3% | $155,188-77.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.68% | 57.39%-37.7pp | 52.09%-32.4pp | 148.84%-129.2pp |
| Employer contribution / active EE | $4,836 | $4,565+5.9% | $4,109+17.7% | $4,248+13.8% |
| Participant deferral / active EE | $4,895 | $6,134-20.2% | $5,467-10.5% | $6,531-25.0% |
| Admin fee / account holder | $3,331 | $18,825-82.3% | $16,047-79.2% | $14,480-77.0% |