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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 | $28,313 | $181,062-84.4% | $158,223-82.1% | $155,188-81.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.44% | 57.39%-32.9pp | 52.09%-27.7pp | 148.84%-124.4pp |
| Employer contribution / active EE | $6,271 | $4,565+37.4% | $4,109+52.6% | $4,248+47.6% |
| Participant deferral / active EE | $3,626 | $6,134-40.9% | $5,467-33.7% | $6,531-44.5% |
| Admin fee / account holder | $2,031 | $18,825-89.2% | $16,047-87.3% | $14,480-86.0% |