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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 | $35,748 | $185,312-80.7% | $161,489-77.9% | $154,746-76.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 27.01% | 103.84%-76.8pp | 89.72%-62.7pp | 172.34%-145.3pp |
| Employer contribution / active EE | $2,304 | $4,769-51.7% | $4,268-46.0% | $4,379-47.4% |
| Participant deferral / active EE | $9,497 | $6,350+49.6% | $5,630+68.7% | $6,730+41.1% |
| Admin fee / account holder | $2,389 | $18,654-87.2% | $16,006-85.1% | $14,365-83.4% |