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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 | $26,182 | $185,312-85.9% | $161,489-83.8% | $154,746-83.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.12% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,434 | $4,769-28.0% | $4,268-19.5% | $4,379-21.6% |
| Participant deferral / active EE | $3,434 | $6,350-45.9% | $5,630-39.0% | $6,730-49.0% |
| Admin fee / account holder | $1,844 | $18,654-90.1% | $16,006-88.5% | $14,365-87.2% |