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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 | $36,169 | $185,905-80.5% | $170,057-78.7% | $139,487-74.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.62% | 60.56%-33.9pp | 53.42%-26.8pp | 373.84%-347.2pp |
| Employer contribution / active EE | $1,889 | $7,597-75.1% | $6,790-72.2% | $4,755-60.3% |
| Participant deferral / active EE | $15,883 | $11,627+36.6% | $10,411+52.6% | $6,713+136.6% |
| Admin fee / account holder | $3,496 | $15,397-77.3% | $12,826-72.7% | $11,407-69.4% |